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Summit Securities Group’s American Express AXP Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-200
Closed -$37K – 478
2023
Q4 		$37K Buy
+200
New +$32.2K ﹤0.01% 420
2022
Q1 		– Sell
-100
Closed -$16K – 1094
2021
Q4 		$16K Buy
+100
New +$17.1K ﹤0.01% 765

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

Summit Securities Group's AXP Position: Q1 2026 in Review

Summit Securities Group reduced its American Express (AXP) stake by 28% in Q1 2026, selling an estimated $162K and leaving 1,218 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #175.

Summit Securities Group first reported a position in AXP in Q3 2013 and has held it in 25 quarters since. The position peaked at $2.23M in Q2 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Summit Securities Group held 1,218 shares of American Express worth $368K as of Q1 2026.
  • Summit Securities Group sold 482 American Express shares in Q1 2026, an estimated $162K.
  • American Express made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #175 holding.
  • Summit Securities Group first reported a position in American Express in Q3 2013 and has held it in 25 quarters since.
  • Summit Securities Group's American Express position peaked at $2.23M in Q2 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.