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Resonant Capital Advisors’s American Express AXP Stock Holding History

Resonant Capital Advisors’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 		$5.03M Buy
16,643
+121
+0.7% +$40.6K 0.26% 66
2025
Q4 		$6.11M Sell
16,522
-213
-1% -$76.2K 0.34% 56
2025
Q3 		$5.56M Sell
16,735
-689
-4% -$219K 0.32% 60
2025
Q2 		$5.56M Buy
17,424
+619
+4% +$174K 0.35% 55
2025
Q1 		$4.52M Sell
16,805
-160
-0.9% -$47.3K 0.32% 61
2024
Q4 		$5.04M Sell
16,965
-139
-0.8% -$39.9K 0.37% 56
2024
Q3 		$4.64M Buy
17,104
+126
+0.7% +$31.4K 0.34% 61
2024
Q2 		$3.93M Buy
16,978
+157
+0.9% +$36.4K 0.32% 68
2024
Q1 		$3.83M Buy
16,821
+61
+0.4% +$12.6K 0.33% 67
2023
Q4 		$3.14M Sell
16,760
-1,260
-7% -$203K 0.3% 69
2023
Q3 		$2.69M Buy
18,020
+1,168
+7% +$191K 0.29% 77
2023
Q2 		$2.94M Buy
16,852
+1,496
+10% +$241K 0.32% 74
2023
Q1 		$2.53M Buy
15,356
+203
+1% +$33.7K 0.29% 82
2022
Q4 		$2.24M Buy
15,153
+273
+2% +$40.5K 0.28% 89
2022
Q3 		$2.01M Sell
14,880
-168
-1% -$25.4K 0.31% 83
2022
Q2 		$2.09M Sell
15,048
-522
-3% -$86.2K 0.33% 76
2022
Q1 		$2.91M Buy
15,570
+695
+5% +$126K 0.43% 62
2021
Q4 		$2.43M Buy
14,875
+1,159
+8% +$198K 0.37% 64
2021
Q3 		$2.3M Buy
13,716
+1,297
+10% +$217K 0.4% 59
2021
Q2 		$2.05M Buy
12,419
+203
+2% +$31.8K 0.4% 56
2021
Q1 		$1.73M Buy
12,216
+1,118
+10% +$148K 0.36% 65
2020
Q4 		$1.34M Buy
11,098
+1,255
+13% +$139K 0.32% 70
2020
Q3 		$987K Buy
9,843
+3,648
+59% +$359K 0.28% 76
2020
Q2 		$590K Buy
6,195
+2,008
+48% +$185K 0.17% 95
2020
Q1 		$358K Buy
+4,187
New +$487K 0.13% 149

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

Resonant Capital Advisors's AXP Position: Q1 2026 in Review

Resonant Capital Advisors increased its American Express (AXP) stake by 0.73% in Q1 2026, buying an estimated $40.6K and bringing the position to 16,643 shares worth $5.03M. The position accounts for 0.26% of the portfolio, ranked #66.

Resonant Capital Advisors first reported a position in AXP in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.11M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Resonant Capital Advisors held 16,643 shares of American Express worth $5.03M as of Q1 2026.
  • Resonant Capital Advisors bought 121 American Express shares in Q1 2026, an estimated $40.6K.
  • American Express made up 0.26% of Resonant Capital Advisors's portfolio in Q1 2026, its #66 holding.
  • Resonant Capital Advisors first reported a position in American Express in Q1 2020 and has held it in 25 quarters since.
  • Resonant Capital Advisors's American Express position peaked at $6.11M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.