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Stegent Equity Advisors’s American Express AXP Stock Holding History

Stegent Equity 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 		– Sell
-1,386
Closed -$513K – 102
2025
Q4 		$513K Buy
1,386
+250
+22% +$89.5K 0.4% 68
2025
Q3 		$377K Sell
1,136
-184
-14% -$58.5K 0.31% 82
2025
Q2 		$421K Buy
1,320
+173
+15% +$48.7K 0.37% 86
2025
Q1 		$309K Sell
1,147
-53
-4% -$15.7K 0.31% 84
2024
Q4 		$356K Buy
1,200
+22
+2% +$6.32K 0.36% 67
2024
Q3 		$319K Buy
+1,178
New +$293K 0.35% 67

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

Stegent Equity Advisors's AXP Position: Q1 2026 in Review

Stegent Equity Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 1,386 shares — an estimated $513K sold.

Stegent Equity Advisors first reported a position in AXP in Q3 2024 and held it in 6 quarters. The position peaked at $513K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stegent Equity Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 1,386 American Express shares in Q1 2026, an estimated $513K.
  • Stegent Equity Advisors first reported a position in American Express in Q3 2024 and held it in 6 quarters.
  • Stegent Equity Advisors's American Express position peaked at $513K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.