US Asset Management LLC’s American Express AXP Stock Holding History

US Asset Management LLC’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	$945K	Sell	3,124 -26	-0.8%	-$8.72K	0.82%	29
2025 Q4	$1.17M	Sell	3,150 -33	-1%	-$11.8K	0.95%	23
2025 Q3	$1.06M	Hold	3,183	–	–	0.87%	27
2025 Q2	$1.02M	Hold	3,183	–	–	0.88%	28
2025 Q1	$856K	Sell	3,183 -17	-0.5%	-$5.03K	0.82%	35
2024 Q4	$950K	Sell	3,200 -136	-4%	-$39.1K	0.85%	30
2024 Q3	$960K	Sell	3,336 -8	-0.2%	-$1.99K	0.85%	29
2024 Q2	$774K	Sell	3,344 -112	-3%	-$25.9K	0.7%	37
2024 Q1	$787K	Sell	3,456 -49	-1%	-$10.2K	0.71%	38
2023 Q4	$657K	Buy	+3,505	New	+$564K	0.65%	47
2023 Q2	$614K	Sell	3,523 -4	-0.1%	-$645	0.65%	42
2023 Q1	$582K	Sell	3,527 -13	-0.4%	-$2.16K	0.59%	43
2022 Q4	$523K	Buy	+3,540	New	+$525K	0.56%	53
2022 Q2	$491K	Hold	3,540	–	–	0.54%	54
2022 Q1	$662K	Hold	3,540	–	–	0.61%	44
2021 Q4	$579K	Sell	3,540 -4	-0.1%	-$682	0.55%	55
2021 Q3	$594K	Buy	+3,544	New	+$593K	0.58%	53

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

US Asset Management LLC's AXP Position: Q1 2026 in Review

US Asset Management LLC reduced its American Express (AXP) stake by 0.83% in Q1 2026, selling an estimated $8.72K and leaving 3,124 shares worth $945K. The position accounts for 0.82% of the portfolio, ranked #29.

US Asset Management LLC first reported a position in AXP in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

US Asset Management LLC held 3,124 shares of American Express worth $945K as of Q1 2026.
US Asset Management LLC sold 26 American Express shares in Q1 2026, an estimated $8.72K.
American Express made up 0.82% of US Asset Management LLC's portfolio in Q1 2026, its #29 holding.
US Asset Management LLC first reported a position in American Express in Q3 2021 and has held it in 17 quarters since.
US Asset Management LLC's American Express position peaked at $1.17M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.