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Unified Investment Management’s American Express AXP Stock Holding History

Unified Investment Management’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 		$736K Sell
2,434
-98
-4% -$32.9K 0.75% 46
2025
Q4 		$937K Sell
2,532
-29
-1% -$10.4K 0.94% 32
2025
Q3 		$851K Sell
2,561
-68
-3% -$21.6K 0.85% 37
2025
Q2 		$839K Buy
2,629
+29
+1% +$8.16K 0.9% 35
2025
Q1 		$700K Sell
2,600
-386
-13% -$114K 0.83% 41
2024
Q4 		$886K Buy
+2,986
New +$858K 1.01% 31

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

Unified Investment Management's AXP Position: Q1 2026 in Review

Unified Investment Management reduced its American Express (AXP) stake by 3.9% in Q1 2026, selling an estimated $32.9K and leaving 2,434 shares worth $736K. The position accounts for 0.75% of the portfolio, ranked #46.

Unified Investment Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $937K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Unified Investment Management held 2,434 shares of American Express worth $736K as of Q1 2026.
  • Unified Investment Management sold 98 American Express shares in Q1 2026, an estimated $32.9K.
  • American Express made up 0.75% of Unified Investment Management's portfolio in Q1 2026, its #46 holding.
  • Unified Investment Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Unified Investment Management's American Express position peaked at $937K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.