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Reflection Asset Management’s American Express AXP Stock Holding History

Reflection Asset 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 		$320K Buy
1,056
+52
+5% +$17.4K 0.2% 96
2025
Q4 		$371K Buy
+1,004
New +$359K 0.26% 72

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Reflection Asset Management's AXP Position: Q1 2026 in Review

Reflection Asset Management increased its American Express (AXP) stake by 5.2% in Q1 2026, buying an estimated $17.4K and bringing the position to 1,056 shares worth $320K. The position accounts for 0.2% of the portfolio, ranked #96.

Reflection Asset Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $371K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Reflection Asset Management held 1,056 shares of American Express worth $320K as of Q1 2026.
  • Reflection Asset Management bought 52 American Express shares in Q1 2026, an estimated $17.4K.
  • American Express made up 0.2% of Reflection Asset Management's portfolio in Q1 2026, its #96 holding.
  • Reflection Asset Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's American Express position peaked at $371K in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.