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Sunbelt Securities’s American Express AXP Stock Holding History

Sunbelt Securities’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 		$2.22M Buy
7,356
+237
+3% +$79.5K 0.14% 131
2025
Q4 		$2.63M Buy
7,119
+36
+0.5% +$12.9K 0.18% 102
2025
Q3 		$2.35M Buy
7,083
+4,583
+183% +$1.46M 0.16% 114
2025
Q2 		$742K Buy
2,500
+32
+1% +$9.01K 0.07% 262
2025
Q1 		$664K Sell
2,468
-32
-1% -$9.46K 0.06% 264
2024
Q4 		$743K Buy
2,500
+234
+10% +$67.2K 0.07% 260
2024
Q3 		$614K Buy
2,266
+324
+17% +$80.7K 0.06% 305
2024
Q2 		$450K Sell
1,942
-1
-0.1% -$232 0.05% 360
2024
Q1 		$442K Buy
1,943
+527
+37% +$109K 0.05% 353
2023
Q4 		$265K Sell
1,416
-257
-15% -$41.4K 0.03% 428
2023
Q3 		$250K Buy
1,673
+378
+29% +$61.8K 0.03% 436
2023
Q2 		$226K Buy
1,295
+108
+9% +$17.4K 0.03% 440
2023
Q1 		$193K Buy
+1,187
New +$197K 0.03% 444
2022
Q2 		– Sell
-1,339
Closed -$254K – 444
2022
Q1 		$254K Sell
1,339
-173
-11% -$31.2K 0.05% 392
2021
Q4 		$293K Buy
+1,512
New +$258K 0.05% 371
2020
Q1 		– Sell
-13,724
Closed -$1.71M – 389
2019
Q4 		$1.71M Buy
13,724
+171
+1% +$20.4K 0.18% 119
2019
Q3 		$1.6M Buy
+13,553
New +$1.66M 0.18% 120

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

Sunbelt Securities's AXP Position: Q1 2026 in Review

Sunbelt Securities increased its American Express (AXP) stake by 3.3% in Q1 2026, buying an estimated $79.5K and bringing the position to 7,356 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #131.

Sunbelt Securities first reported a position in AXP in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.63M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sunbelt Securities held 7,356 shares of American Express worth $2.22M as of Q1 2026.
  • Sunbelt Securities bought 237 American Express shares in Q1 2026, an estimated $79.5K.
  • American Express made up 0.14% of Sunbelt Securities's portfolio in Q1 2026, its #131 holding.
  • Sunbelt Securities first reported a position in American Express in Q3 2019 and has held it in 17 quarters since.
  • Sunbelt Securities's American Express position peaked at $2.63M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.