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Optimize Financial’s American Express AXP Stock Holding History

Optimize Financial’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$479K Buy
+1,582
New +$530K 0.24% 113
2025
Q3 		– Sell
-1,326
Closed -$423K – 337
2025
Q2 		$423K Sell
1,326
-8
-0.6% -$2.25K 0.26% 105
2025
Q1 		$359K Buy
+1,334
New +$394K 0.26% 139

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Optimize Financial's AXP Position: Q1 2026 in Review

Optimize Financial opened a new position in American Express (AXP) in Q1 2026: 1,582 shares worth $479K. The stake represents 0.24% of the portfolio and ranks #113 among its holdings. This is a return to the name: Optimize Financial previously reported a position in AXP as recently as Q2 2025.

Optimize Financial first reported a position in AXP in Q1 2025 and has held it in 3 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Optimize Financial held 1,582 shares of American Express worth $479K as of Q1 2026.
  • American Express was a new Optimize Financial position in Q1 2026.
  • American Express made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #113 holding.
  • Optimize Financial first reported a position in American Express in Q1 2025 and has held it in 3 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.