Plato Investment Management’s American Express AXP Stock Holding History

Plato Investment Management’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	$6.93M	Buy	22,911 +1,598	+7%	+$536K	0.47%	46
2025 Q4	$7.92M	Sell	21,313 -486	-2%	-$174K	0.52%	37
2025 Q3	$7.19M	Sell	21,799 -17	-0.1%	-$5.41K	0.49%	36
2025 Q2	$6.93M	Buy	21,816 +1,475	+7%	+$415K	0.52%	34
2025 Q1	$5.53M	Sell	20,341 -1,833	-8%	-$542K	0.47%	38
2024 Q4	$6.6M	Sell	22,174 -1,263	-5%	-$363K	0.49%	37
2024 Q3	$6.35M	Buy	23,437 +1,041	+5%	+$259K	0.52%	34
2024 Q2	$5.19M	Buy	22,396 +590	+3%	+$137K	0.48%	40
2024 Q1	$4.97M	Buy	21,806 +20,211	+1,267%	+$4.19M	0.51%	38
2023 Q4	$299K	Buy	+1,595	New	+$257K	0.37%	71

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

Plato Investment Management's AXP Position: Q1 2026 in Review

Plato Investment Management increased its American Express (AXP) stake by 7.5% in Q1 2026, buying an estimated $536K and bringing the position to 22,911 shares worth $6.93M. The position accounts for 0.47% of the portfolio, ranked #46.

Plato Investment Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.92M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Plato Investment Management held 22,911 shares of American Express worth $6.93M as of Q1 2026.
Plato Investment Management bought 1,598 American Express shares in Q1 2026, an estimated $536K.
American Express made up 0.47% of Plato Investment Management's portfolio in Q1 2026, its #46 holding.
Plato Investment Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's American Express position peaked at $7.92M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.