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Strategic Investment Advisors’s American Express AXP Stock Holding History

Strategic Investment 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 		$1.78M Buy
5,856
+2,614
+81% +$876K 0.12% 86
2025
Q4 		$1.2M Sell
3,242
-221
-6% -$79.1K 0.1% 89
2025
Q3 		$1.15M Sell
3,463
-502
-13% -$160K 0.1% 91
2025
Q2 		$1.26M Sell
3,965
-784
-17% -$221K 0.12% 84
2025
Q1 		$1.28M Sell
4,749
-356
-7% -$105K 0.14% 86
2024
Q4 		$1.52M Sell
5,105
-354
-6% -$102K 0.16% 78
2024
Q3 		$1.48M Sell
5,459
-219
-4% -$54.5K 0.16% 83
2024
Q2 		$1.31M Sell
5,678
-128
-2% -$29.6K 0.16% 85
2024
Q1 		$1.32M Sell
5,806
-375
-6% -$77.8K 0.17% 85
2023
Q4 		$1.16M Sell
6,181
-1,463
-19% -$236K 0.17% 84
2023
Q3 		$1.14M Sell
7,644
-931
-11% -$152K 0.19% 83
2023
Q2 		$1.49M Sell
8,575
-68
-0.8% -$11K 0.21% 49
2023
Q1 		$1.43M Sell
8,643
-414
-5% -$68.7K 0.26% 61
2022
Q4 		$1.34M Buy
9,057
+493
+6% +$73K 0.28% 64
2022
Q3 		$1.16M Buy
8,564
+91
+1% +$13.8K 0.26% 63
2022
Q2 		$1.17M Buy
8,473
+809
+11% +$134K 0.23% 68
2022
Q1 		$1.43M Buy
7,664
+669
+10% +$121K 0.27% 63
2021
Q4 		$1.14M Buy
6,995
+646
+10% +$110K 0.22% 85
2021
Q3 		$1.06M Buy
6,349
+2,203
+53% +$368K 0.23% 91
2021
Q2 		$685K Buy
4,146
+1,225
+42% +$192K 0.16% 133
2021
Q1 		$413K Buy
2,921
+938
+47% +$124K 0.11% 155
2020
Q4 		$240K Sell
1,983
-1,375
-41% -$152K 0.07% 182
2020
Q3 		$337K Buy
3,358
+644
+24% +$63.4K 0.11% 125
2020
Q2 		$258K Buy
2,714
+84
+3% +$7.73K 0.1% 147
2020
Q1 		$225K Hold
2,630
– – 0.1% 138
2019
Q4 		$327K Buy
2,630
+405
+18% +$48.4K 0.14% 122
2019
Q3 		$263K Buy
2,225
+139
+7% +$17K 0.13% 129
2019
Q2 		$257K Buy
2,086
+232
+13% +$27.3K 0.14% 116
2019
Q1 		$203K Buy
+1,854
New +$195K 0.14% 129

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

Strategic Investment Advisors's AXP Position: Q1 2026 in Review

Strategic Investment Advisors increased its American Express (AXP) stake by 81% in Q1 2026, buying an estimated $876K and bringing the position to 5,856 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #86.

Strategic Investment Advisors first reported a position in AXP in Q1 2019 and has held it in 29 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Strategic Investment Advisors held 5,856 shares of American Express worth $1.78M as of Q1 2026.
  • Strategic Investment Advisors bought 2,614 American Express shares in Q1 2026, an estimated $876K.
  • American Express made up 0.12% of Strategic Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Strategic Investment Advisors first reported a position in American Express in Q1 2019 and has held it in 29 quarters since.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.