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Transcend Capital Advisors’s American Express AXP Stock Holding History

Transcend Capital 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 		$793K Buy
2,621
+529
+25% +$177K 0.06% 284
2025
Q4 		$774K Sell
2,092
-234
-10% -$83.7K 0.06% 280
2025
Q3 		$772K Buy
2,326
+528
+29% +$168K 0.05% 295
2025
Q2 		$573K Sell
1,798
-442
-20% -$124K 0.04% 314
2025
Q1 		$603K Buy
2,240
+382
+21% +$113K 0.04% 328
2024
Q4 		$551K Sell
1,858
-27
-1% -$7.76K 0.04% 331
2024
Q3 		$511K Buy
1,885
+4
+0.2% +$996 0.03% 386
2024
Q2 		$436K Buy
1,881
+165
+10% +$38.2K 0.03% 388
2024
Q1 		$391K Buy
1,716
+132
+8% +$27.4K 0.03% 368
2023
Q4 		$297K Buy
1,584
+61
+4% +$9.82K 0.03% 394
2023
Q3 		$227K Buy
1,523
+27
+2% +$4.42K 0.02% 427
2023
Q2 		$261K Sell
1,496
-1,373
-48% -$222K 0.02% 402
2023
Q1 		$473K Sell
2,869
-376
-12% -$62.4K 0.05% 298
2022
Q4 		$479K Buy
+3,245
New +$481K 0.05% 288
2022
Q2 		– Sell
-1,294
Closed -$242K – 501
2022
Q1 		$242K Sell
1,294
-49
-4% -$8.85K 0.02% 440
2021
Q4 		$220K Buy
1,343
+156
+13% +$26.6K 0.02% 439
2021
Q3 		$215K Sell
1,187
-488
-29% -$81.6K 0.02% 442
2021
Q2 		$276K Sell
1,675
-367
-18% -$57.5K 0.04% 269
2021
Q1 		$289K Buy
2,042
+17
+0.8% +$2.25K 0.03% 317
2020
Q4 		$245K Buy
+2,025
New +$224K 0.03% 324

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

Transcend Capital Advisors's AXP Position: Q1 2026 in Review

Transcend Capital Advisors increased its American Express (AXP) stake by 25% in Q1 2026, buying an estimated $177K and bringing the position to 2,621 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #284.

Transcend Capital Advisors first reported a position in AXP in Q4 2020 and has held it in 20 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Transcend Capital Advisors held 2,621 shares of American Express worth $793K as of Q1 2026.
  • Transcend Capital Advisors bought 529 American Express shares in Q1 2026, an estimated $177K.
  • American Express made up 0.06% of Transcend Capital Advisors's portfolio in Q1 2026, its #284 holding.
  • Transcend Capital Advisors first reported a position in American Express in Q4 2020 and has held it in 20 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.