United Community Bank’s American Express AXP Stock Holding History

United Community Bank’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	$684K	Sell	2,262 -608	-21%	-$204K	0.23%	91
2025 Q4	$1.06M	Buy	2,870 +21	+0.7%	+$7.51K	0.4%	59
2025 Q3	$946K	Buy	2,849 +77	+3%	+$24.5K	0.29%	81
2025 Q2	$884K	Sell	2,772 -481	-15%	-$135K	0.3%	81
2025 Q1	$875K	Buy	3,253 +49	+2%	+$14.5K	0.33%	77
2024 Q4	$951K	Hold	3,204	–	–	0.37%	74
2024 Q3	$869K	Sell	3,204 -659	-17%	-$164K	0.34%	77
2024 Q2	$894K	Buy	+3,863	New	+$895K	0.36%	73
2024 Q1	–	Sell	-4,502	Closed	-$843K	–	364
2023 Q4	$843K	Buy	+4,502	New	+$725K	0.36%	72
2023 Q1	–	Sell	-16	Closed	-$2.36K	–	230
2022 Q4	$2.36K	Hold	16	–	–	﹤0.01%	247
2022 Q3	$2.16K	Buy	+16	New	+$2.42K	﹤0.01%	246

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

United Community Bank's AXP Position: Q1 2026 in Review

United Community Bank reduced its American Express (AXP) stake by 21% in Q1 2026, selling an estimated $204K and leaving 2,262 shares worth $684K. The position accounts for 0.23% of the portfolio, ranked #91.

United Community Bank first reported a position in AXP in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

United Community Bank held 2,262 shares of American Express worth $684K as of Q1 2026.
United Community Bank sold 608 American Express shares in Q1 2026, an estimated $204K.
American Express made up 0.23% of United Community Bank's portfolio in Q1 2026, its #91 holding.
United Community Bank first reported a position in American Express in Q3 2022 and has held it in 11 quarters since.
United Community Bank's American Express position peaked at $1.06M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.