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Sargent Investment Group’s American Express AXP Stock Holding History

Sargent Investment 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 		$3.7M Buy
12,242
+268
+2% +$89.9K 0.49% 49
2025
Q4 		$4.43M Buy
11,974
+18
+0.2% +$6.44K 0.56% 41
2025
Q3 		$3.97M Buy
11,956
+403
+3% +$128K 0.57% 43
2025
Q2 		$3.41M Sell
11,553
-1,360
-11% -$383K 0.46% 47
2025
Q1 		$3.47M Buy
12,913
+1,158
+10% +$342K 0.55% 39
2024
Q4 		$3.49M Buy
11,755
+1,903
+19% +$547K 0.57% 37
2024
Q3 		$2.67M Buy
9,852
+1,348
+16% +$336K 0.48% 45
2024
Q2 		$1.97M Buy
8,504
+2,915
+52% +$675K 0.4% 54
2024
Q1 		$1.27M Buy
5,589
+393
+8% +$81.5K 0.28% 70
2023
Q4 		$973K Buy
5,196
+18
+0.3% +$2.9K 0.21% 87
2023
Q3 		$773K Sell
5,178
-230
-4% -$37.6K 0.19% 95
2023
Q2 		$942K Sell
5,408
-27
-0.5% -$4.36K 0.23% 83
2023
Q1 		$890K Sell
5,435
-3
-0.1% -$498 0.23% 84
2022
Q4 		$803K Buy
5,438
+859
+19% +$127K 0.25% 83
2022
Q3 		$652K Sell
4,579
-23
-0.5% -$3.48K 0.2% 91
2022
Q2 		$638K Sell
4,602
-5
-0.1% -$826 0.2% 96
2022
Q1 		$862K Buy
4,607
+23
+0.5% +$4.15K 0.22% 84
2021
Q4 		$750K Hold
4,584
– – 0.17% 93
2021
Q3 		$768K Hold
4,584
– – 0.19% 91
2021
Q2 		$757K Hold
4,584
– – 0.18% 92
2021
Q1 		$648K Sell
4,584
-74
-2% -$9.78K 0.17% 100
2020
Q4 		$563K Buy
4,658
+419
+10% +$46.4K 0.18% 95
2020
Q3 		$425K Buy
4,239
+30
+0.7% +$2.95K 0.15% 108
2020
Q2 		$396K Sell
4,209
-48
-1% -$4.42K 0.15% 106
2020
Q1 		$364K Buy
4,257
+177
+4% +$20.6K 0.17% 104
2019
Q4 		$508K Buy
4,080
+1,000
+32% +$120K 0.19% 97
2019
Q3 		$364K Buy
3,080
+235
+8% +$28.8K 0.16% 104
2019
Q2 		$351K Buy
+2,845
New +$334K 0.16% 108
2019
Q1 		– Sell
-2,520
Closed -$240K – 134
2018
Q4 		$240K Buy
+2,520
New +$264K 0.15% 110

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

Sargent Investment Group's AXP Position: Q1 2026 in Review

Sargent Investment Group increased its American Express (AXP) stake by 2.2% in Q1 2026, buying an estimated $89.9K and bringing the position to 12,242 shares worth $3.7M. The position accounts for 0.49% of the portfolio, ranked #49.

Sargent Investment Group first reported a position in AXP in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.43M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sargent Investment Group held 12,242 shares of American Express worth $3.7M as of Q1 2026.
  • Sargent Investment Group bought 268 American Express shares in Q1 2026, an estimated $89.9K.
  • American Express made up 0.49% of Sargent Investment Group's portfolio in Q1 2026, its #49 holding.
  • Sargent Investment Group first reported a position in American Express in Q4 2018 and has held it in 29 quarters since.
  • Sargent Investment Group's American Express position peaked at $4.43M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.