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Solitude Financial Services’s American Express AXP Stock Holding History

Solitude Financial Services’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 		$2.79M Buy
8,473
+2,000
+31% +$671K 0.82% 17
2025
Q4 		$2.39M Buy
6,473
+589
+10% +$211K 0.79% 18
2025
Q3 		$1.95M Sell
5,884
-309
-5% -$98.3K 0.67% 18
2025
Q2 		$1.98M Buy
6,193
+1,070
+21% +$301K 0.72% 18
2025
Q1 		$1.38M Buy
5,123
+1,130
+28% +$334K 0.54% 19
2024
Q4 		$1.19M Sell
3,993
-257
-6% -$73.8K 0.52% 16
2024
Q3 		$1.15M Buy
4,250
+10
+0.2% +$2.49K 0.49% 18
2024
Q2 		$982K Buy
4,240
+447
+12% +$104K 0.46% 19
2024
Q1 		$864K Buy
3,793
+143
+4% +$29.7K 0.4% 23
2023
Q4 		$684K Buy
3,650
+50
+1% +$8.05K 0.37% 35
2023
Q3 		$537K Buy
3,600
+360
+11% +$58.9K 0.3% 41
2023
Q2 		$564K Buy
3,240
+380
+13% +$61.3K 0.32% 38
2023
Q1 		$472K Buy
2,860
+300
+12% +$49.8K 0.3% 39
2022
Q4 		$378K Buy
2,560
+30
+1% +$4.45K 0.26% 41
2022
Q3 		$341K Buy
2,530
+929
+58% +$141K 0.25% 41
2022
Q2 		$222K Buy
1,601
+420
+36% +$69.4K 0.16% 44
2022
Q1 		$221K Sell
1,181
-350
-23% -$63.2K 0.14% 38
2021
Q4 		$250K Sell
1,531
-1
-0.1% -$171 0.17% 38
2021
Q3 		$257K Sell
1,532
-465
-23% -$77.7K 0.18% 38
2021
Q2 		$330K Sell
1,997
-13,031
-87% -$2.04M 0.24% 36
2021
Q1 		$2.13M Sell
15,028
-1,625
-10% -$215K 1.71% 19
2020
Q4 		$2.01M Buy
+16,653
New +$1.84M 1.77% 16

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

Solitude Financial Services's AXP Position: Q1 2026 in Review

Solitude Financial Services increased its American Express (AXP) stake by 31% in Q1 2026, buying an estimated $671K and bringing the position to 8,473 shares worth $2.79M. The position accounts for 0.82% of the portfolio, ranked #17.

Solitude Financial Services first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Solitude Financial Services held 8,473 shares of American Express worth $2.79M as of Q1 2026.
  • Solitude Financial Services bought 2,000 American Express shares in Q1 2026, an estimated $671K.
  • American Express made up 0.82% of Solitude Financial Services's portfolio in Q1 2026, its #17 holding.
  • Solitude Financial Services first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.