Paralel Advisors’s American Express AXP Stock Holding History

Paralel Advisors’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	–	Sell	-105,000	Closed	-$38.8M	–	107
2025 Q4	$38.8M	Hold	105,000	–	–	1.51%	17
2025 Q3	$34.9M	Hold	105,000	–	–	1.36%	18
2025 Q2	$33.5M	Hold	105,000	–	–	1.36%	17
2025 Q1	$28.3M	Hold	105,000	–	–	1.17%	20
2024 Q4	$31.2M	Hold	105,000	–	–	1.33%	19
2024 Q3	$28.5M	Hold	105,000	–	–	1.24%	18
2024 Q2	$24.3M	Hold	105,000	–	–	1.16%	20
2024 Q1	$23.9M	Hold	105,000	–	–	1.1%	20
2023 Q4	$19.7M	Hold	105,000	–	–	1.01%	20
2023 Q3	$15.7M	Hold	105,000	–	–	0.87%	21
2023 Q2	$18.3M	Hold	105,000	–	–	0.98%	22
2023 Q1	$17.3M	Hold	105,000	–	–	0.97%	23
2022 Q4	$15.5M	Hold	105,000	–	–	0.91%	21
2022 Q3	$14.2M	Hold	105,000	–	–	0.99%	21
2022 Q2	$14.6M	Hold	105,000	–	–	0.97%	20
2022 Q1	$19.6M	Sell	105,000 -105,000	-50%	-$19M	1.09%	19
2021 Q4	$34.4M	Buy	+210,000	New	+$35.8M	1.99%	14

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Paralel Advisors's AXP Position: Q1 2026 in Review

Paralel Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 105,000 shares — an estimated $38.8M sold.

Paralel Advisors first reported a position in AXP in Q4 2021 and held it in 17 quarters. The position peaked at $38.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Paralel Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Paralel Advisors sold 105,000 American Express shares in Q1 2026, an estimated $38.8M.
Paralel Advisors first reported a position in American Express in Q4 2021 and held it in 17 quarters.
Paralel Advisors's American Express position peaked at $38.8M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Paralel Advisors's 13F filing for Q1 2026, filed 8 May 2026.