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SGL Investment Advisors’s American Express AXP Stock Holding History

SGL Investment Advisors’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 		$741K Buy
2,372
+5
+0.2% +$1.68K 0.28% 72
2025
Q4 		$839K Buy
2,367
+36
+2% +$12.9K 0.34% 66
2025
Q3 		$843K Buy
2,331
+94
+4% +$29.9K 0.35% 57
2025
Q2 		$709K Buy
2,237
+1,418
+173% +$399K 0.34% 62
2025
Q1 		$232K Buy
819
+6
+0.7% +$1.77K 0.12% 109
2024
Q4 		$249K Buy
+813
New +$234K 0.13% 102

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

SGL Investment Advisors's AXP Position: Q1 2026 in Review

SGL Investment Advisors increased its American Express (AXP) stake by 0.21% in Q1 2026, buying an estimated $1.68K and bringing the position to 2,372 shares worth $741K. The position accounts for 0.28% of the portfolio, ranked #72.

SGL Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $843K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • SGL Investment Advisors held 2,372 shares of American Express worth $741K as of Q1 2026.
  • SGL Investment Advisors bought 5 American Express shares in Q1 2026, an estimated $1.68K.
  • American Express made up 0.28% of SGL Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • SGL Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • SGL Investment Advisors's American Express position peaked at $843K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.