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Principal Securities’s American Express AXP Stock Holding History

Principal Securities’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 		$8.21M Buy
27,143
+3,657
+16% +$1.23M 0.12% 157
2025
Q4 		$8.69M Buy
23,486
+2,589
+12% +$926K 0.13% 150
2025
Q3 		$6.94M Buy
20,897
+1,783
+9% +$567K 0.11% 170
2025
Q2 		$6.1M Buy
19,114
+3,590
+23% +$1.01M 0.11% 169
2025
Q1 		$4.61M Hold
15,524
– – 0.1% 193
2024
Q4 		$4.61M Buy
15,524
+1,753
+13% +$504K 0.1% 190
2024
Q3 		$3.73M Buy
13,771
+1,193
+9% +$297K 0.09% 218
2024
Q2 		$2.91M Buy
12,578
+896
+8% +$208K 0.08% 232
2024
Q1 		$2.66M Buy
11,682
+1,353
+13% +$281K 0.08% 230
2023
Q4 		$1.94M Buy
+10,329
New +$1.66M 0.07% 260

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

Principal Securities's AXP Position: Q1 2026 in Review

Principal Securities increased its American Express (AXP) stake by 16% in Q1 2026, buying an estimated $1.23M and bringing the position to 27,143 shares worth $8.21M. The position accounts for 0.12% of the portfolio, ranked #157.

Principal Securities first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.69M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Principal Securities held 27,143 shares of American Express worth $8.21M as of Q1 2026.
  • Principal Securities bought 3,657 American Express shares in Q1 2026, an estimated $1.23M.
  • American Express made up 0.12% of Principal Securities's portfolio in Q1 2026, its #157 holding.
  • Principal Securities first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's American Express position peaked at $8.69M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.