Versor Investments’s American Express AXP Stock Holding History

Versor Investments’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	–	Sell	-542	Closed	-$201K	–	90
2025 Q4	$201K	Buy	+542	New	+$194K	0.03%	563
2024 Q2	–	Sell	-4,202	Closed	-$957K	–	725
2024 Q1	$957K	Sell	4,202 -198	-5%	-$41.1K	0.19%	151
2023 Q4	$824K	Buy	+4,400	New	+$708K	0.17%	178
2023 Q2	–	Sell	-5,400	Closed	-$891K	–	629
2023 Q1	$891K	Buy	5,400 +2,981	+123%	+$495K	0.12%	137
2022 Q4	$357K	Sell	2,419 -5,790	-71%	-$858K	0.03%	448
2022 Q3	$1.11M	Buy	8,209 +859	+12%	+$130K	0.07%	191
2022 Q2	$1.02M	Buy	7,350 +6,250	+568%	+$1.03M	0.04%	245
2022 Q1	$206K	Sell	1,100 -500	-31%	-$90.3K	0.01%	579
2021 Q4	$262K	Buy	+1,600	New	+$273K	0.01%	441
2018 Q1	–	Sell	-8,700	Closed	-$864K	–	242
2017 Q4	$864K	Buy	+8,700	New	+$829K	0.25%	117

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Versor Investments's AXP Position: Q1 2026 in Review

Versor Investments sold out of American Express (AXP) in Q1 2026, closing a stake of 542 shares — an estimated $201K sold.

Versor Investments first reported a position in AXP in Q4 2017 and held it in 10 quarters. The position peaked at $1.11M in Q3 2022. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Versor Investments reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 542 American Express shares in Q1 2026, an estimated $201K.
Versor Investments first reported a position in American Express in Q4 2017 and held it in 10 quarters.
Versor Investments's American Express position peaked at $1.11M in Q3 2022.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.