Pathway Financial Advisers’s American Express AXP Stock Holding History

Pathway Financial Advisers’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	$1.2M	Buy	3,951 +387	+11%	+$130K	0.34%	92
2025 Q4	$1.32M	Sell	3,564 -20	-0.6%	-$7.16K	0.38%	84
2025 Q3	$1.18M	Buy	3,584 +224	+7%	+$71.2K	0.34%	90
2025 Q2	$1.07M	Buy	3,360 +385	+13%	+$108K	0.35%	91
2025 Q1	$801K	Buy	2,975 +366	+14%	+$108K	0.27%	102
2024 Q4	$774K	Buy	2,609 +93	+4%	+$26.7K	0.26%	102
2024 Q3	$682K	Buy	2,516 +1,377	+121%	+$343K	0.31%	79
2024 Q2	$262K	Buy	1,139 +139	+14%	+$32.2K	0.09%	147
2024 Q1	$228K	Buy	1,000 +257	+35%	+$53.3K	0.08%	155
2023 Q4	$139K	Buy	743 +9	+1%	+$1.45K	0.05%	172
2023 Q3	$110K	Buy	+734	New	+$120K	0.05%	181
2023 Q1	$118K	Hold	715	–	–	0.05%	181
2022 Q4	$106K	Buy	+715	New	+$106K	0.04%	191

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

Pathway Financial Advisers's AXP Position: Q1 2026 in Review

Pathway Financial Advisers increased its American Express (AXP) stake by 11% in Q1 2026, buying an estimated $130K and bringing the position to 3,951 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #92.

Pathway Financial Advisers first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pathway Financial Advisers held 3,951 shares of American Express worth $1.2M as of Q1 2026.
Pathway Financial Advisers bought 387 American Express shares in Q1 2026, an estimated $130K.
American Express made up 0.34% of Pathway Financial Advisers's portfolio in Q1 2026, its #92 holding.
Pathway Financial Advisers first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
Pathway Financial Advisers's American Express position peaked at $1.32M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.