Oppenheimer Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.51M Buy
+14,909
New +$5M 0.05% 347
2025
Q4
Sell
-8,986
Closed -$2.98M 1109
2025
Q3
$2.98M Sell
8,986
-1,475
-14% -$469K 0.03% 455
2025
Q2
$3.34M Sell
10,461
-3,089
-23% -$869K 0.04% 426
2025
Q1
$3.65M Sell
13,550
-5,167
-28% -$1.53M 0.05% 386
2024
Q4
$5.56M Sell
18,717
-2,588
-12% -$744K 0.07% 303
2024
Q3
$5.78M Buy
21,305
+44
+0.2% +$11K 0.07% 294
2024
Q2
$4.92M Sell
21,261
-858
-4% -$199K 0.06% 310
2024
Q1
$5.04M Sell
22,119
-4,162
-16% -$863K 0.07% 286
2023
Q4
$4.92M Sell
26,281
-4,502
-15% -$725K 0.07% 305
2023
Q3
$4.59M Sell
30,783
-3,180
-9% -$520K 0.07% 298
2023
Q2
$5.92M Buy
33,963
+5,695
+20% +$919K 0.09% 258
2023
Q1
$4.66M Buy
28,268
+191
+0.7% +$31.7K 0.07% 287
2022
Q4
$4.15M Buy
28,077
+3,279
+13% +$486K 0.07% 309
2022
Q3
$3.35M Sell
24,798
-327
-1% -$49.5K 0.06% 322
2022
Q2
$3.48M Sell
25,125
-5,024
-17% -$830K 0.06% 336
2022
Q1
$5.64M Sell
30,149
-1,577
-5% -$285K 0.08% 272
2021
Q4
$5.19M Sell
31,726
-775
-2% -$132K 0.07% 306
2021
Q3
$5.45M Sell
32,501
-25,067
-44% -$4.19M 0.08% 287
2021
Q2
$9.51M Sell
57,568
-4,305
-7% -$674K 0.14% 180
2021
Q1
$8.75M Buy
61,873
+8,264
+15% +$1.09M 0.14% 182
2020
Q4
$6.48M Buy
53,609
+4,758
+10% +$527K 0.11% 221
2020
Q3
$4.9M Buy
48,851
+15,590
+47% +$1.53M 0.1% 247
2020
Q2
$3.17M Buy
33,261
+62
+0.2% +$5.71K 0.07% 304
2020
Q1
$2.84M Sell
33,199
-13,823
-29% -$1.61M 0.07% 285
2019
Q4
$5.85M Buy
47,022
+1,702
+4% +$203K 0.12% 199
2019
Q3
$5.36M Sell
45,320
-908
-2% -$111K 0.12% 207
2019
Q2
$5.71M Sell
46,228
-4,162
-8% -$489K 0.13% 207
2019
Q1
$5.51M Buy
50,390
+1,169
+2% +$123K 0.12% 202
2018
Q4
$4.69M Buy
49,221
+15,034
+44% +$1.57M 0.12% 209
2018
Q3
$3.64M Sell
34,187
-1,157
-3% -$120K 0.08% 282
2018
Q2
$3.46M Buy
35,344
+3,213
+10% +$316K 0.08% 286
2018
Q1
$3M Sell
32,131
-570
-2% -$55.2K 0.08% 298
2017
Q4
$2.96M Hold
32,701
0.08% 292
2017
Q3
$2.96M Sell
32,701
-353
-1% -$30.3K 0.08% 294
2017
Q2
$2.79M Buy
33,054
+2,408
+8% +$191K 0.08% 282
2017
Q1
$2.42M Buy
+30,646
New +$2.4M 0.07% 302

Other funds holding AXP

Oppenheimer Asset Management's AXP Position: Q1 2026 in Review

Oppenheimer Asset Management opened a new position in American Express (AXP) in Q1 2026: 14,909 shares worth $4.51M. The stake represents 0.05% of the portfolio and ranks #347 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in AXP as recently as Q3 2025.

Oppenheimer Asset Management first reported a position in AXP in Q1 2017 and has held it in 36 quarters since. The position peaked at $9.51M in Q2 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Oppenheimer Asset Management held 14,909 shares of American Express worth $4.51M as of Q1 2026.
  • American Express was a new Oppenheimer Asset Management position in Q1 2026.
  • American Express made up 0.05% of Oppenheimer Asset Management's portfolio in Q1 2026, its #347 holding.
  • Oppenheimer Asset Management first reported a position in American Express in Q1 2017 and has held it in 36 quarters since.
  • Oppenheimer Asset Management's American Express position peaked at $9.51M in Q2 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.