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Savant Capital’s American Express AXP Stock Holding History

Savant Capital’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 		$9.31M Buy
30,774
+5,714
+23% +$1.92M 0.05% 191
2025
Q4 		$9.27M Sell
25,060
-983
-4% -$352K 0.05% 184
2025
Q3 		$8.65M Buy
26,043
+810
+3% +$258K 0.05% 176
2025
Q2 		$8.05M Buy
25,233
+1,063
+4% +$299K 0.06% 168
2025
Q1 		$6.5M Sell
24,170
-17,149
-42% -$5.07M 0.06% 182
2024
Q4 		$12.3M Buy
41,319
+156
+0.4% +$44.8K 0.1% 138
2024
Q3 		$11.2M Buy
41,163
+3,958
+11% +$986K 0.09% 140
2024
Q2 		$8.61M Sell
37,205
-487
-1% -$113K 0.09% 148
2024
Q1 		$8.58M Sell
37,692
-2,047
-5% -$424K 0.1% 135
2023
Q4 		$7.44M Buy
39,739
+2,219
+6% +$357K 0.1% 142
2023
Q3 		$5.6M Buy
37,520
+936
+3% +$153K 0.08% 160
2023
Q2 		$6.37M Buy
36,584
+24,397
+200% +$3.94M 0.1% 139
2023
Q1 		$2.01M Buy
12,187
+1,032
+9% +$171K 0.04% 215
2022
Q4 		$1.58M Buy
11,155
+587
+6% +$87K 0.04% 194
2022
Q3 		$1.43M Sell
10,568
-88
-0.8% -$13.3K 0.04% 193
2022
Q2 		$1.48M Buy
10,656
+725
+7% +$120K 0.04% 189
2022
Q1 		$1.86M Buy
9,931
+446
+5% +$80.5K 0.06% 164
2021
Q4 		$1.55M Buy
9,485
+357
+4% +$60.9K 0.05% 193
2021
Q3 		$1.53M Buy
9,128
+75
+0.8% +$12.5K 0.06% 174
2021
Q2 		$1.5M Buy
9,053
+140
+2% +$21.9K 0.06% 164
2021
Q1 		$1.26M Sell
8,913
-189
-2% -$25K 0.07% 166
2020
Q4 		$1.1M Sell
9,102
-1,804
-17% -$200K 0.06% 178
2020
Q3 		$1.09M Sell
10,906
-98
-0.9% -$9.64K 0.07% 169
2020
Q2 		$1.05M Buy
11,004
+464
+4% +$42.7K 0.08% 164
2020
Q1 		$902K Buy
10,540
+2,269
+27% +$264K 0.09% 163
2019
Q4 		$1.03M Buy
8,271
+349
+4% +$41.7K 0.13% 137
2019
Q3 		$937K Buy
7,922
+120
+2% +$14.7K 0.13% 129
2019
Q2 		$963K Hold
7,802
– – 0.14% 129
2019
Q1 		$853K Buy
7,802
+100
+1% +$10.5K 0.16% 114
2018
Q4 		$734K Sell
7,702
-235
-3% -$24.6K 0.15% 112
2018
Q3 		$845K Hold
7,937
– – 0.15% 115
2018
Q2 		$778K Sell
7,937
-162
-2% -$15.9K 0.17% 109
2018
Q1 		$755K Buy
8,099
+237
+3% +$23K 0.16% 109
2017
Q4 		$781K Buy
7,862
+195
+3% +$18.6K 0.16% 106
2017
Q3 		$694K Buy
7,667
+27
+0.4% +$2.32K 0.16% 102
2017
Q2 		$644K Buy
7,640
+518
+7% +$41K 0.15% 107
2017
Q1 		$563K Buy
7,122
+78
+1% +$6.1K 0.14% 114
2016
Q4 		$522K Buy
7,044
+39
+0.6% +$2.7K 0.14% 122
2016
Q3 		$449K Sell
7,005
-370
-5% -$23.8K 0.12% 131
2016
Q2 		$448K Buy
7,375
+70
+1% +$4.43K 0.13% 131
2016
Q1 		$449K Sell
7,305
-425
-5% -$24.7K 0.14% 123
2015
Q4 		$538K Buy
7,730
+829
+12% +$60.3K 0.17% 98
2015
Q3 		$512K Buy
6,901
+466
+7% +$35.9K 0.18% 92
2015
Q2 		$500K Sell
6,435
-66
-1% -$5.24K 0.17% 104
2015
Q1 		$508K Buy
6,501
+18
+0.3% +$1.5K 0.18% 100
2014
Q4 		$603K Buy
6,483
+580
+10% +$52K 0.23% 80
2014
Q3 		$517K Sell
5,903
-10
-0.2% -$900 0.22% 81
2014
Q2 		$561K Sell
5,913
-52
-0.9% -$4.69K 0.24% 74
2014
Q1 		$537K Sell
5,965
-154
-3% -$13.8K 0.25% 71
2013
Q4 		$555K Buy
6,119
+164
+3% +$13.5K 0.27% 58
2013
Q3 		$450K Sell
5,955
-110
-2% -$8.28K 0.25% 68
2013
Q2 		$453K Buy
+6,065
New +$431K 0.26% 66

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

Savant Capital's AXP Position: Q1 2026 in Review

Savant Capital increased its American Express (AXP) stake by 23% in Q1 2026, buying an estimated $1.92M and bringing the position to 30,774 shares worth $9.31M. The position accounts for 0.05% of the portfolio, ranked #191.

Savant Capital first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.3M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Savant Capital held 30,774 shares of American Express worth $9.31M as of Q1 2026.
  • Savant Capital bought 5,714 American Express shares in Q1 2026, an estimated $1.92M.
  • American Express made up 0.05% of Savant Capital's portfolio in Q1 2026, its #191 holding.
  • Savant Capital first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's American Express position peaked at $12.3M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.