Prostatis Group’s American Express AXP Stock Holding History

Prostatis Group’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	$255K	Sell	842 -40	-5%	-$13.4K	0.07%	155
2025 Q4	$326K	Sell	882 -402	-31%	-$144K	0.08%	130
2025 Q3	$427K	Sell	1,284 -41	-3%	-$13K	0.11%	103
2025 Q2	$423K	Sell	1,325 -662	-33%	-$186K	0.12%	103
2025 Q1	$535K	Sell	1,987 -3	-0.2%	-$887	0.17%	92
2024 Q4	$591K	Sell	1,990 -3,852	-66%	-$1.11M	0.17%	94
2024 Q3	$1.58M	Buy	5,842 +1,095	+23%	+$273K	0.52%	47
2024 Q2	$1.12M	Buy	4,747 +67	+1%	+$15.5K	0.39%	59
2024 Q1	$1.06M	Buy	4,680 +1,361	+41%	+$282K	0.4%	58
2023 Q4	$622K	Buy	3,319 +88	+3%	+$14.2K	0.26%	76
2023 Q3	$474K	Buy	+3,231	New	+$528K	0.23%	68

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

Prostatis Group's AXP Position: Q1 2026 in Review

Prostatis Group reduced its American Express (AXP) stake by 4.5% in Q1 2026, selling an estimated $13.4K and leaving 842 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #155.

Prostatis Group first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Prostatis Group held 842 shares of American Express worth $255K as of Q1 2026.
Prostatis Group sold 40 American Express shares in Q1 2026, an estimated $13.4K.
American Express made up 0.07% of Prostatis Group's portfolio in Q1 2026, its #155 holding.
Prostatis Group first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
Prostatis Group's American Express position peaked at $1.58M in Q3 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.