Scientech Research LLC’s American Express AXP Stock Holding History

Scientech Research LLC’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	$261K	Buy	+862	New	+$289K	0.22%	156
2025 Q2	–	Sell	-7,027	Closed	-$1.89M	–	596
2025 Q1	$1.89M	Buy	+7,027	New	+$2.08M	0.5%	17
2024 Q4	–	Sell	-4,150	Closed	-$1.13M	–	580
2024 Q3	$1.13M	Buy	+4,150	New	+$1.03M	0.22%	156
2024 Q2	–	Sell	-1,791	Closed	-$408K	–	585
2024 Q1	$408K	Buy	+1,791	New	+$371K	0.22%	213

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

Scientech Research LLC's AXP Position: Q1 2026 in Review

Scientech Research LLC opened a new position in American Express (AXP) in Q1 2026: 862 shares worth $261K. The stake represents 0.22% of the portfolio and ranks #156 among its holdings. This is a return to the name: Scientech Research LLC previously reported a position in AXP as recently as Q1 2025.

Scientech Research LLC first reported a position in AXP in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.89M in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Scientech Research LLC held 862 shares of American Express worth $261K as of Q1 2026.
American Express was a new Scientech Research LLC position in Q1 2026.
American Express made up 0.22% of Scientech Research LLC's portfolio in Q1 2026, its #156 holding.
Scientech Research LLC first reported a position in American Express in Q1 2024 and has held it in 4 quarters since.
Scientech Research LLC's American Express position peaked at $1.89M in Q1 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Scientech Research LLC's 13F filing for Q1 2026, filed 15 May 2026.