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Stephens Inc’s American Express AXP Stock Holding History

Stephens Inc’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 		$5.08M Sell
16,783
-1,488
-8% -$499K 0.06% 283
2025
Q4 		$6.76M Buy
18,271
+262
+1% +$93.8K 0.08% 238
2025
Q3 		$5.98M Sell
18,009
-1,538
-8% -$489K 0.08% 252
2025
Q2 		$6.24M Sell
19,547
-630
-3% -$177K 0.09% 237
2025
Q1 		$5.43M Sell
20,177
-288
-1% -$85.1K 0.08% 259
2024
Q4 		$6.07M Sell
20,465
-128
-0.6% -$36.8K 0.09% 232
2024
Q3 		$5.58M Sell
20,593
-75
-0.4% -$18.7K 0.08% 249
2024
Q2 		$4.79M Buy
20,668
+100
+0.5% +$23.2K 0.07% 268
2024
Q1 		$4.68M Buy
20,568
+298
+1% +$61.8K 0.07% 275
2023
Q4 		$3.8M Sell
20,270
-233
-1% -$37.5K 0.07% 282
2023
Q3 		$3.06M Sell
20,503
-322
-2% -$52.7K 0.06% 295
2023
Q2 		$3.63M Sell
20,825
-331
-2% -$53.4K 0.07% 282
2023
Q1 		$3.49M Buy
21,156
+746
+4% +$124K 0.07% 280
2022
Q4 		$3.02M Sell
20,410
-5,630
-22% -$834K 0.06% 296
2022
Q3 		$3.51M Sell
26,040
-49,962
-66% -$7.56M 0.08% 269
2022
Q2 		$10.5M Sell
76,002
-288
-0.4% -$47.6K 0.21% 107
2022
Q1 		$14.3M Buy
76,290
+11,202
+17% +$2.02M 0.23% 94
2021
Q4 		$10.6M Sell
65,088
-9,196
-12% -$1.57M 0.16% 138
2021
Q3 		$12.4M Sell
74,284
-879
-1% -$147K 0.19% 120
2021
Q2 		$12.4M Buy
75,163
+17,143
+30% +$2.68M 0.19% 123
2021
Q1 		$8.21M Buy
58,020
+5,595
+11% +$739K 0.13% 158
2020
Q4 		$6.34M Sell
52,425
-28,970
-36% -$3.21M 0.11% 193
2020
Q3 		$8.16M Buy
81,395
+13,551
+20% +$1.33M 0.16% 136
2020
Q2 		$6.46M Sell
67,844
-2,690
-4% -$248K 0.14% 159
2020
Q1 		$6.04M Buy
70,534
+6,266
+10% +$729K 0.16% 143
2019
Q4 		$8M Buy
64,268
+2,652
+4% +$317K 0.17% 143
2019
Q3 		$7.29M Sell
61,616
-2,595
-4% -$318K 0.16% 147
2019
Q2 		$7.93M Sell
64,211
-1,544
-2% -$181K 0.18% 131
2019
Q1 		$7.19M Buy
65,755
+283
+0.4% +$29.7K 0.17% 130
2018
Q4 		$6.24M Sell
65,472
-1,842
-3% -$193K 0.18% 127
2018
Q3 		$7.17M Buy
67,314
+6,814
+11% +$709K 0.18% 138
2018
Q2 		$5.93M Sell
60,500
-3,210
-5% -$315K 0.18% 141
2018
Q1 		$5.94M Buy
63,710
+2,391
+4% +$232K 0.22% 113
2017
Q4 		$6.09M Sell
61,319
-2,221
-3% -$212K 0.23% 112
2017
Q3 		$5.75M Sell
63,540
-2,109
-3% -$181K 0.21% 113
2017
Q2 		$5.53M Buy
65,649
+204
+0.3% +$16.1K 0.19% 118
2017
Q1 		$5.18M Buy
65,445
+1,972
+3% +$154K 0.19% 123
2016
Q4 		$4.7M Sell
63,473
-9,298
-13% -$644K 0.19% 116
2016
Q3 		$4.66M Sell
72,771
-2,319
-3% -$149K 0.2% 103
2016
Q2 		$4.56M Buy
75,090
+10,025
+15% +$635K 0.2% 103
2016
Q1 		$4M Buy
65,065
+13,390
+26% +$779K 0.2% 109
2015
Q4 		$3.59M Buy
51,675
+4,924
+11% +$358K 0.18% 121
2015
Q3 		$3.47M Buy
46,751
+9,282
+25% +$714K 0.18% 121
2015
Q2 		$2.91M Sell
37,469
-1,145
-3% -$90.8K 0.13% 180
2015
Q1 		$3.02M Buy
38,614
+2,241
+6% +$186K 0.14% 176
2014
Q4 		$3.38M Buy
36,373
+276
+0.8% +$24.7K 0.16% 150
2014
Q3 		$3.16M Buy
36,097
+18,888
+110% +$1.7M 0.16% 160
2014
Q2 		$1.63M Buy
17,209
+541
+3% +$48.8K 0.08% 250
2014
Q1 		$1.5M Sell
16,668
-1,506
-8% -$135K 0.08% 254
2013
Q4 		$1.65M Buy
18,174
+69
+0.4% +$5.67K 0.08% 245
2013
Q3 		$1.37M Buy
18,105
+481
+3% +$36.2K 0.07% 261
2013
Q2 		$1.32M Buy
+17,624
New +$1.25M 0.07% 237

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

Stephens Inc's AXP Position: Q1 2026 in Review

Stephens Inc reduced its American Express (AXP) stake by 8.1% in Q1 2026, selling an estimated $499K and leaving 16,783 shares worth $5.08M. The position accounts for 0.06% of the portfolio, ranked #283.

Stephens Inc first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.3M in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stephens Inc held 16,783 shares of American Express worth $5.08M as of Q1 2026.
  • Stephens Inc sold 1,488 American Express shares in Q1 2026, an estimated $499K.
  • American Express made up 0.06% of Stephens Inc's portfolio in Q1 2026, its #283 holding.
  • Stephens Inc first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's American Express position peaked at $14.3M in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.