Values First Advisors’s American Express AXP Stock Holding History

Values First Advisors’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	$1.12M	Buy	3,710 +78	+2%	+$26.2K	0.58%	53
2025 Q4	$1.34M	Buy	3,632 +316	+10%	+$113K	0.7%	45
2025 Q3	$1.1M	Buy	3,316 +520	+19%	+$165K	0.59%	53
2025 Q2	$892K	Buy	2,796 +970	+53%	+$273K	0.49%	59
2025 Q1	$490K	Buy	1,826 +619	+51%	+$183K	0.29%	96
2024 Q4	$358K	Buy	+1,207	New	+$347K	0.2%	121

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

Values First Advisors's AXP Position: Q1 2026 in Review

Values First Advisors increased its American Express (AXP) stake by 2.1% in Q1 2026, buying an estimated $26.2K and bringing the position to 3,710 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #53.

Values First Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Values First Advisors held 3,710 shares of American Express worth $1.12M as of Q1 2026.
Values First Advisors bought 78 American Express shares in Q1 2026, an estimated $26.2K.
American Express made up 0.58% of Values First Advisors's portfolio in Q1 2026, its #53 holding.
Values First Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Values First Advisors's American Express position peaked at $1.34M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.