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Personal CFO Solutions’s American Express AXP Stock Holding History

Personal CFO Solutions’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 		$3.21M Buy
10,622
+1,772
+20% +$594K 0.45% 38
2025
Q4 		$3.27M Sell
8,850
-452
-5% -$162K 0.52% 31
2025
Q3 		$3.09M Sell
9,302
-666
-7% -$212K 0.54% 31
2025
Q2 		$3.18M Sell
9,968
-1,092
-10% -$307K 0.59% 29
2025
Q1 		$2.98M Sell
11,060
-295
-3% -$87.2K 0.6% 26
2024
Q4 		$3.37M Buy
11,355
+519
+5% +$149K 0.66% 21
2024
Q3 		$2.94M Sell
10,836
-1,513
-12% -$377K 0.41% 49
2024
Q2 		$2.86M Buy
12,349
+613
+5% +$142K 0.44% 44
2024
Q1 		$2.67M Sell
11,736
-565
-5% -$117K 0.42% 46
2023
Q4 		$2.3M Sell
12,301
-3,659
-23% -$589K 0.4% 46
2023
Q3 		$2.38M Buy
15,960
+3,708
+30% +$607K 0.47% 44
2023
Q2 		$2.13M Sell
12,252
-680
-5% -$110K 0.43% 52
2023
Q1 		$2.13M Buy
12,932
+775
+6% +$129K 0.44% 48
2022
Q4 		$1.8M Buy
12,157
+4,814
+66% +$713K 0.38% 52
2022
Q3 		$991K Buy
7,343
+1,275
+21% +$193K 0.25% 74
2022
Q2 		$841K Sell
6,068
-1,855
-23% -$306K 0.2% 85
2022
Q1 		$1.48M Sell
7,923
-22
-0.3% -$3.97K 0.29% 61
2021
Q4 		$1.3M Buy
7,945
+2,837
+56% +$484K 0.24% 82
2021
Q3 		$856K Sell
5,108
-132
-3% -$22.1K 0.18% 121
2021
Q2 		$866K Buy
5,240
+77
+1% +$12.1K 0.18% 116
2021
Q1 		$730K Buy
5,163
+453
+10% +$59.9K 0.16% 120
2020
Q4 		$569K Buy
4,710
+1,274
+37% +$141K 0.14% 133
2020
Q3 		$0 Buy
3,436
+202
+6% +$19.9K ﹤0.01% 149
2020
Q2 		$308K Buy
3,234
+596
+23% +$54.9K 0.09% 207
2020
Q1 		$226K Buy
2,638
+196
+8% +$22.8K 0.08% 216
2019
Q4 		$304K Buy
+2,442
New +$292K 0.09% 201

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

Personal CFO Solutions's AXP Position: Q1 2026 in Review

Personal CFO Solutions increased its American Express (AXP) stake by 20% in Q1 2026, buying an estimated $594K and bringing the position to 10,622 shares worth $3.21M. The position accounts for 0.45% of the portfolio, ranked #38.

Personal CFO Solutions first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.37M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Personal CFO Solutions held 10,622 shares of American Express worth $3.21M as of Q1 2026.
  • Personal CFO Solutions bought 1,772 American Express shares in Q1 2026, an estimated $594K.
  • American Express made up 0.45% of Personal CFO Solutions's portfolio in Q1 2026, its #38 holding.
  • Personal CFO Solutions first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's American Express position peaked at $3.37M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.