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Stiles Financial Services’s American Express AXP Stock Holding History

Stiles 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 		$210K Buy
694
+1
+0.1% +$335 0.06% 170
2025
Q4 		$256K Buy
693
+1
+0.1% +$358 0.08% 155
2025
Q3 		$230K Sell
692
-18
-3% -$5.72K 0.07% 166
2025
Q2 		$227K Sell
710
-98
-12% -$27.6K 0.08% 165
2025
Q1 		$218K Buy
808
+1
+0.1% +$296 0.08% 165
2024
Q4 		$240K Buy
807
+1
+0.1% +$287 0.09% 164
2024
Q3 		$219K Buy
+806
New +$201K 0.08% 172

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

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

Stiles Financial Services increased its American Express (AXP) stake by 0.14% in Q1 2026, buying an estimated $335 and bringing the position to 694 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #170.

Stiles Financial Services first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $256K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stiles Financial Services held 694 shares of American Express worth $210K as of Q1 2026.
  • Stiles Financial Services bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.06% of Stiles Financial Services's portfolio in Q1 2026, its #170 holding.
  • Stiles Financial Services first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Stiles Financial Services's American Express position peaked at $256K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.