Savvy Advisors Inc’s American Express AXP Stock Holding History

Savvy Advisors Inc’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	$2.46M	Buy	8,133 +731	+10%	+$245K	0.07%	232
2025 Q4	$2.74M	Buy	7,402 +2,327	+46%	+$833K	0.09%	178
2025 Q3	$1.69M	Buy	5,075 +829	+20%	+$264K	0.08%	186
2025 Q2	$1.35M	Buy	4,246 +989	+30%	+$278K	0.09%	163
2025 Q1	$876K	Buy	3,257 +899	+38%	+$266K	0.09%	189
2024 Q4	$700K	Buy	2,358 +493	+26%	+$142K	0.08%	196
2024 Q3	$506K	Buy	1,865 +514	+38%	+$128K	0.1%	180
2024 Q2	$313K	Buy	1,351 +335	+33%	+$77.6K	0.1%	204
2024 Q1	$231K	Buy	+1,016	New	+$211K	0.13%	194

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Savvy Advisors Inc's AXP Position: Q1 2026 in Review

Savvy Advisors Inc increased its American Express (AXP) stake by 9.9% in Q1 2026, buying an estimated $245K and bringing the position to 8,133 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #232.

Savvy Advisors Inc first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Savvy Advisors Inc held 8,133 shares of American Express worth $2.46M as of Q1 2026.
Savvy Advisors Inc bought 731 American Express shares in Q1 2026, an estimated $245K.
American Express made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #232 holding.
Savvy Advisors Inc first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's American Express position peaked at $2.74M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.