Strategic Advocates’s American Express AXP Stock Holding History

Strategic Advocates’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	$131K	Sell	433 -5,816	-93%	-$1.95M	0.58%	39
2025 Q4	$2.33M	Buy	6,249 +873	+16%	+$312K	0.6%	28
2025 Q3	$1.79M	Buy	5,376 +1,014	+23%	+$323K	0.47%	37
2025 Q2	$1.39M	Buy	4,362 +1,342	+44%	+$378K	0.41%	39
2025 Q1	$813K	Buy	3,020 +1,213	+67%	+$359K	0.28%	58
2024 Q4	$536K	Sell	1,807 -572	-24%	-$164K	0.18%	62
2024 Q3	$645K	Sell	2,379 -920	-28%	-$229K	0.23%	64
2024 Q2	$764K	Sell	3,299 -2,201	-40%	-$510K	0.3%	49
2024 Q1	$1.25M	Sell	5,500 -1,389	-20%	-$288K	0.48%	40
2023 Q4	$1.29M	Buy	6,889 +181	+3%	+$29.1K	0.55%	41
2023 Q3	$1M	Buy	+6,708	New	+$1.1M	0.47%	46

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

Strategic Advocates's AXP Position: Q1 2026 in Review

Strategic Advocates reduced its American Express (AXP) stake by 93% in Q1 2026, selling an estimated $1.95M and leaving 433 shares worth $131K. The position accounts for 0.58% of the portfolio, ranked #39.

Strategic Advocates first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Strategic Advocates held 433 shares of American Express worth $131K as of Q1 2026.
Strategic Advocates sold 5,816 American Express shares in Q1 2026, an estimated $1.95M.
American Express made up 0.58% of Strategic Advocates's portfolio in Q1 2026, its #39 holding.
Strategic Advocates first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's American Express position peaked at $2.33M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.