Unison Asset Management’s American Express AXP Stock Holding History

Unison Asset 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	$14.3M	Buy	47,385 +9,297	+24%	+$3.12M	6.55%	5
2025 Q4	$14.1M	Buy	38,088 +921	+2%	+$330K	6.31%	5
2025 Q3	$12.3M	Hold	37,167	–	–	5.77%	6
2025 Q2	$11.9M	Buy	37,167 +1,686	+5%	+$475K	5.98%	6
2025 Q1	$8.57M	Buy	35,481 +622	+2%	+$184K	5.05%	8
2024 Q4	$10.3M	Buy	34,859 +855	+3%	+$246K	5.07%	5
2024 Q3	$9.22M	Sell	34,004 -53	-0.2%	-$13.2K	4.38%	9
2024 Q2	$7.89M	Buy	34,057 +235	+0.7%	+$54.4K	3.99%	11
2024 Q1	$7.7M	Sell	33,822 -272	-0.8%	-$56.4K	4.03%	11
2023 Q4	$6.39M	Hold	34,094	–	–	3.75%	11
2023 Q3	$5.09M	Buy	34,094 +1,408	+4%	+$230K	3.35%	12
2023 Q2	$5.69M	Sell	32,686 -100	-0.3%	-$16.1K	3.8%	10
2023 Q1	$5.41M	Hold	32,786	–	–	4.1%	9
2022 Q4	$4.84M	Buy	32,786 +113	+0.3%	+$16.7K	4.02%	12
2022 Q3	$4.41M	Buy	32,673 +3,522	+12%	+$533K	3.97%	12
2022 Q2	$4.04M	Buy	29,151 +1,957	+7%	+$323K	3.95%	13
2022 Q1	$5.08M	Hold	27,194	–	–	4.36%	9
2021 Q4	$4.45M	Hold	27,194	–	–	3.67%	15
2021 Q3	$4.56M	Sell	27,194 -90	-0.3%	-$15K	4.05%	10
2021 Q2	$4.51M	Sell	27,284 -1	-0%	-$157	3.93%	10
2021 Q1	$3.86M	Hold	27,285	–	–	3.57%	11
2020 Q4	$3.3M	Buy	+27,285	New	+$3.02M	3.27%	11

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Unison Asset Management's AXP Position: Q1 2026 in Review

Unison Asset Management increased its American Express (AXP) stake by 24% in Q1 2026, buying an estimated $3.12M and bringing the position to 47,385 shares worth $14.3M. The position accounts for 6.55% of the portfolio, ranked #5.

Unison Asset Management first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Unison Asset Management held 47,385 shares of American Express worth $14.3M as of Q1 2026.
Unison Asset Management bought 9,297 American Express shares in Q1 2026, an estimated $3.12M.
American Express made up 6.55% of Unison Asset Management's portfolio in Q1 2026, its #5 holding.
Unison Asset Management first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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