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Univest Financial’s American Express AXP Stock Holding History

Univest Financial’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 		$12.6M Buy
41,720
+440
+1% +$148K 0.71% 33
2025
Q4 		$15.3M Sell
41,280
-1,029
-2% -$368K 0.81% 25
2025
Q3 		$14.1M Sell
42,309
-134
-0.3% -$42.6K 0.79% 27
2025
Q2 		$13.5M Buy
42,443
+34
+0.1% +$9.57K 0.81% 26
2025
Q1 		$11.4M Sell
42,409
-5,215
-11% -$1.54M 0.75% 35
2024
Q4 		$14.1M Sell
47,624
-1,850
-4% -$532K 0.89% 26
2024
Q3 		$13.4M Buy
49,474
+31,639
+177% +$7.88M 0.88% 29
2024
Q2 		$4.13M Sell
17,835
-1,042
-6% -$241K 1.15% 28
2024
Q1 		$4.3M Sell
18,877
-2,587
-12% -$536K 1.21% 27
2023
Q4 		$4.02M Sell
21,464
-67
-0.3% -$10.8K 1.19% 31
2023
Q3 		$3.21M Sell
21,531
-410
-2% -$67.1K 1.07% 41
2023
Q2 		$3.82M Buy
21,941
+227
+1% +$36.6K 1.16% 34
2023
Q1 		$3.58M Sell
21,714
-1,772
-8% -$294K 1.12% 39
2022
Q4 		$3.47M Sell
23,486
-1,745
-7% -$259K 1.09% 34
2022
Q3 		$3.4M Buy
25,231
+224
+0.9% +$33.9K 1.11% 31
2022
Q2 		$3.47M Buy
25,007
+108
+0.4% +$17.8K 1.13% 37
2022
Q1 		$4.66M Sell
24,899
-3,341
-12% -$603K 1.31% 29
2021
Q4 		$4.62M Sell
28,240
-390
-1% -$66.5K 1.18% 33
2021
Q3 		$4.8M Sell
28,630
-158
-0.5% -$26.4K 1.34% 27
2021
Q2 		$4.76M Sell
28,788
-2,245
-7% -$352K 1.31% 29
2021
Q1 		$4.39M Sell
31,033
-4,965
-14% -$656K 1.24% 35
2020
Q4 		$4.35M Sell
35,998
-254
-0.7% -$28.1K 1.26% 34
2020
Q3 		$3.63M Sell
36,252
-414
-1% -$40.7K 1.15% 35
2020
Q2 		$3.49M Buy
+36,666
New +$3.38M 1.15% 36

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

Univest Financial's AXP Position: Q1 2026 in Review

Univest Financial increased its American Express (AXP) stake by 1.1% in Q1 2026, buying an estimated $148K and bringing the position to 41,720 shares worth $12.6M. The position accounts for 0.71% of the portfolio, ranked #33.

Univest Financial first reported a position in AXP in Q2 2020 and has held it in 24 quarters since. The position peaked at $15.3M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Univest Financial held 41,720 shares of American Express worth $12.6M as of Q1 2026.
  • Univest Financial bought 440 American Express shares in Q1 2026, an estimated $148K.
  • American Express made up 0.71% of Univest Financial's portfolio in Q1 2026, its #33 holding.
  • Univest Financial first reported a position in American Express in Q2 2020 and has held it in 24 quarters since.
  • Univest Financial's American Express position peaked at $15.3M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.