Sovran Advisors’s American Express AXP Stock Holding History

Sovran 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	$302K	Sell	935 -1	-0.1%	-$335	0.02%	455
2025 Q4	$334K	Buy	936 +23	+3%	+$8.23K	0.03%	426
2025 Q3	$328K	Sell	913 -61	-6%	-$19.4K	0.03%	420
2025 Q2	$309K	Sell	974 -99	-9%	-$27.9K	0.03%	396
2025 Q1	$270K	Sell	1,073 -87	-8%	-$25.7K	0.04%	391
2024 Q4	$348K	Buy	+1,160	New	+$333K	0.05%	319

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

Sovran Advisors's AXP Position: Q1 2026 in Review

Sovran Advisors reduced its American Express (AXP) stake by 0.11% in Q1 2026, selling an estimated $335 and leaving 935 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #455.

Sovran Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $348K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sovran Advisors held 935 shares of American Express worth $302K as of Q1 2026.
Sovran Advisors sold 1 American Express share in Q1 2026, an estimated $335.
American Express made up 0.02% of Sovran Advisors's portfolio in Q1 2026, its #455 holding.
Sovran Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Sovran Advisors's American Express position peaked at $348K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.