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Perennial Investment Advisors’s American Express AXP Stock Holding History

Perennial Investment 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 		$743K Buy
2,456
+239
+11% +$80.1K 0.06% 231
2025
Q4 		$821K Buy
2,217
+87
+4% +$31.1K 0.06% 212
2025
Q3 		$708K Sell
2,130
-29
-1% -$9.22K 0.06% 229
2025
Q2 		$689K Buy
2,159
+81
+4% +$22.8K 0.07% 215
2025
Q1 		$559K Buy
2,078
+99
+5% +$29.3K 0.06% 228
2024
Q4 		$587K Buy
1,979
+496
+33% +$143K 0.07% 210
2024
Q3 		$402K Sell
1,483
-15
-1% -$3.73K 0.05% 247
2024
Q2 		$347K Buy
1,498
+19
+1% +$4.4K 0.05% 259
2024
Q1 		$337K Sell
1,479
-20
-1% -$4.15K 0.05% 242
2023
Q4 		$281K Buy
1,499
+32
+2% +$5.15K 0.05% 253
2023
Q3 		$219K Sell
1,467
-47
-3% -$7.69K 0.04% 292
2023
Q2 		$263K Sell
1,514
-11
-0.7% -$1.77K 0.05% 274
2023
Q1 		$251K Buy
1,525
+96
+7% +$15.9K 0.05% 265
2022
Q4 		$211K Buy
+1,429
New +$212K 0.09% 196
2022
Q2 		– Sell
-1,332
Closed -$253K – 203
2022
Q1 		$253K Sell
1,332
-461
-26% -$83.3K 0.08% 177
2021
Q4 		$294K Sell
1,793
-99
-5% -$16.9K 0.09% 177
2021
Q3 		$317K Buy
1,892
+8
+0.4% +$1.34K 0.11% 160
2021
Q2 		$311K Sell
1,884
-89
-5% -$13.9K 0.11% 154
2021
Q1 		$279K Buy
+1,973
New +$261K 0.11% 149

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

Perennial Investment Advisors's AXP Position: Q1 2026 in Review

Perennial Investment Advisors increased its American Express (AXP) stake by 11% in Q1 2026, buying an estimated $80.1K and bringing the position to 2,456 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #231.

Perennial Investment Advisors first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $821K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Perennial Investment Advisors held 2,456 shares of American Express worth $743K as of Q1 2026.
  • Perennial Investment Advisors bought 239 American Express shares in Q1 2026, an estimated $80.1K.
  • American Express made up 0.06% of Perennial Investment Advisors's portfolio in Q1 2026, its #231 holding.
  • Perennial Investment Advisors first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
  • Perennial Investment Advisors's American Express position peaked at $821K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.