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Soltis Investment Advisors’s American Express AXP Stock Holding History

Soltis 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 		$1.29M Buy
4,262
+322
+8% +$108K 0.08% 188
2025
Q4 		$1.46M Buy
3,940
+234
+6% +$83.7K 0.1% 175
2025
Q3 		$1.23M Buy
3,706
+45
+1% +$14.3K 0.09% 182
2025
Q2 		$1.17M Buy
3,661
+1,458
+66% +$410K 0.09% 163
2025
Q1 		$593K Buy
2,203
+25
+1% +$7.39K 0.05% 219
2024
Q4 		$646K Sell
2,178
-148
-6% -$42.5K 0.06% 212
2024
Q3 		$631K Buy
2,326
+421
+22% +$105K 0.06% 206
2024
Q2 		$441K Buy
1,905
+179
+10% +$41.5K 0.05% 220
2024
Q1 		$393K Buy
1,726
+4
+0.2% +$829 0.04% 225
2023
Q4 		$323K Buy
1,722
+67
+4% +$10.8K 0.04% 233
2023
Q3 		$247K Sell
1,655
-805
-33% -$132K 0.03% 238
2023
Q2 		$428K Buy
2,460
+1,085
+79% +$175K 0.05% 183
2023
Q1 		$227K Buy
+1,375
New +$228K 0.03% 236
2022
Q2 		– Sell
-1,214
Closed -$227K – 240
2022
Q1 		$227K Buy
+1,214
New +$219K 0.03% 229
2021
Q4 		– Sell
-1,208
Closed -$202K – 267
2021
Q3 		$202K Buy
+1,208
New +$202K 0.03% 230

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

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

Soltis Investment Advisors increased its American Express (AXP) stake by 8.2% in Q1 2026, buying an estimated $108K and bringing the position to 4,262 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #188.

Soltis Investment Advisors first reported a position in AXP in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Soltis Investment Advisors held 4,262 shares of American Express worth $1.29M as of Q1 2026.
  • Soltis Investment Advisors bought 322 American Express shares in Q1 2026, an estimated $108K.
  • American Express made up 0.08% of Soltis Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • Soltis Investment Advisors first reported a position in American Express in Q3 2021 and has held it in 15 quarters since.
  • Soltis Investment Advisors's American Express position peaked at $1.46M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.