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TSG Advice Partners’s American Express AXP Stock Holding History

TSG Advice Partners’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 		$233K Sell
772
-48
-6% -$16.1K 0.04% 124
2025
Q4 		$304K Buy
+820
New +$293K 0.05% 93

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

TSG Advice Partners's AXP Position: Q1 2026 in Review

TSG Advice Partners reduced its American Express (AXP) stake by 5.9% in Q1 2026, selling an estimated $16.1K and leaving 772 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #124.

TSG Advice Partners first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $304K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • TSG Advice Partners held 772 shares of American Express worth $233K as of Q1 2026.
  • TSG Advice Partners sold 48 American Express shares in Q1 2026, an estimated $16.1K.
  • American Express made up 0.04% of TSG Advice Partners's portfolio in Q1 2026, its #124 holding.
  • TSG Advice Partners first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's American Express position peaked at $304K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.