QP
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Quilter Plc’s American Express AXP Stock Holding History

Quilter Plc’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 		$25.4M Sell
83,886
-1,195
-1% -$401K 0.45% 40
2025
Q4 		$31.5M Sell
85,081
-15,262
-15% -$5.46M 0.53% 39
2025
Q3 		$33.3M Sell
100,343
-313
-0.3% -$99.6K 0.57% 38
2025
Q2 		$32.1M Sell
100,656
-5,118
-5% -$1.44M 0.59% 39
2025
Q1 		$28.5M Buy
105,774
+15,602
+17% +$4.61M 0.59% 39
2024
Q4 		$26.8M Sell
90,172
-5,255
-6% -$1.51M 0.53% 40
2024
Q3 		$25.9M Sell
95,427
-5,704
-6% -$1.42M 0.53% 42
2024
Q2 		$23.4M Sell
101,131
-3,940
-4% -$912K 0.53% 45
2024
Q1 		$23.9M Buy
+105,071
New +$21.8M 0.57% 44
2023
Q4 		– Sell
-107,803
Closed -$108M – 125
2023
Q3 		$108M Buy
107,803
+9,369
+10% +$1.53M 0.42% 44
2023
Q2 		$97.7M Buy
98,434
+326
+0.3% +$52.6K 0.38% 46
2023
Q1 		$97.4M Sell
98,108
-6,009
-6% -$997K 0.37% 46
2022
Q4 		$15.4M Buy
104,117
+1,552
+2% +$230K 0.51% 43
2022
Q3 		$13.8M Sell
102,565
-1,799
-2% -$272K 0.5% 43
2022
Q2 		$14.5M Buy
104,364
+5,832
+6% +$963K 0.49% 42
2022
Q1 		$18.4M Sell
98,532
-5,984
-6% -$1.08M 0.5% 41
2021
Q4 		$17.6M Sell
104,516
-40,152
-28% -$6.85M 0.46% 41
2021
Q3 		$24.2M Sell
144,668
-11,058
-7% -$1.85M 0.68% 35
2021
Q2 		$25.7M Sell
155,726
-1,973
-1% -$309K 0.74% 33
2021
Q1 		$22.3M Buy
157,699
+14,415
+10% +$1.9M 0.71% 33
2020
Q4 		$17.3M Buy
143,284
+2,241
+2% +$248K 0.59% 33
2020
Q3 		$14.1M Buy
141,043
+3,742
+3% +$368K 0.56% 35
2020
Q2 		$13.1M Buy
137,301
+7,808
+6% +$719K 0.64% 36
2020
Q1 		$11.1M Buy
129,493
+22,544
+21% +$2.62M 0.73% 34
2019
Q4 		$13.3M Buy
+106,949
New +$12.8M 0.78% 33

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

Quilter Plc's AXP Position: Q1 2026 in Review

Quilter Plc reduced its American Express (AXP) stake by 1.4% in Q1 2026, selling an estimated $401K and leaving 83,886 shares worth $25.4M. The position accounts for 0.45% of the portfolio, ranked #40.

Quilter Plc first reported a position in AXP in Q4 2019 and has held it in 25 quarters since. The position peaked at $108M in Q3 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Quilter Plc held 83,886 shares of American Express worth $25.4M as of Q1 2026.
  • Quilter Plc sold 1,195 American Express shares in Q1 2026, an estimated $401K.
  • American Express made up 0.45% of Quilter Plc's portfolio in Q1 2026, its #40 holding.
  • Quilter Plc first reported a position in American Express in Q4 2019 and has held it in 25 quarters since.
  • Quilter Plc's American Express position peaked at $108M in Q3 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Quilter Plc's 13F filing for Q1 2026, filed 13 May 2026.