Smartleaf Asset Management’s American Express AXP Stock Holding History

Smartleaf Asset Management’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	$3.03M	Sell	10,190 -114	-1%	-$38.2K	0.11%	165
2025 Q4	$3.85M	Buy	10,304 +1,886	+22%	+$675K	0.15%	128
2025 Q3	$2.88M	Buy	8,418 +1,995	+31%	+$635K	0.18%	123
2025 Q2	$2.04M	Sell	6,423 -979	-13%	-$276K	0.18%	114
2025 Q1	$1.97M	Buy	7,402 +246	+3%	+$72.7K	0.19%	120
2024 Q4	$2.13M	Buy	7,156 +1,795	+33%	+$516K	0.22%	99
2024 Q3	$1.45M	Buy	5,361 +1,746	+48%	+$435K	0.18%	134
2024 Q2	$826K	Buy	3,615 +727	+25%	+$168K	0.14%	175
2024 Q1	$658K	Buy	2,888 +727	+34%	+$151K	0.13%	188
2023 Q4	$403K	Buy	+2,161	New	+$348K	0.11%	195

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

Smartleaf Asset Management's AXP Position: Q1 2026 in Review

Smartleaf Asset Management reduced its American Express (AXP) stake by 1.1% in Q1 2026, selling an estimated $38.2K and leaving 10,190 shares worth $3.03M. The position accounts for 0.11% of the portfolio, ranked #165.

Smartleaf Asset Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.85M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Smartleaf Asset Management held 10,190 shares of American Express worth $3.03M as of Q1 2026.
Smartleaf Asset Management sold 114 American Express shares in Q1 2026, an estimated $38.2K.
American Express made up 0.11% of Smartleaf Asset Management's portfolio in Q1 2026, its #165 holding.
Smartleaf Asset Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's American Express position peaked at $3.85M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.