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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 		$30.2K Hold
100
– – ﹤0.01% 1131
2025
Q4 		$215 Buy
+100
New +$35.8K ﹤0.01% 1020

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

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.