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Vest Financial’s American Express AXP Stock Holding History

Vest 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 		$56M Buy
185,127
+21,679
+13% +$7.27M 0.67% 47
2025
Q4 		$60.5M Buy
163,448
+7,195
+5% +$2.57M 0.77% 31
2025
Q3 		$51.9M Buy
156,253
+7,763
+5% +$2.47M 0.68% 66
2025
Q2 		$47.4M Buy
148,490
+5,648
+4% +$1.59M 0.67% 77
2025
Q1 		$38.4M Buy
142,842
+31,266
+28% +$9.24M 0.6% 86
2024
Q4 		$33.1M Buy
111,576
+9,129
+9% +$2.62M 0.59% 101
2024
Q3 		$27.8M Buy
102,447
+6,240
+6% +$1.55M 0.54% 99
2024
Q2 		$22.3M Buy
96,207
+15,025
+19% +$3.48M 0.53% 100
2024
Q1 		$18.5M Buy
81,182
+11,430
+16% +$2.37M 0.49% 100
2023
Q4 		$13.1M Buy
69,752
+13,594
+24% +$2.19M 0.49% 89
2023
Q3 		$8.38M Buy
56,158
+25,829
+85% +$4.22M 0.46% 110
2023
Q2 		$5.29M Buy
30,329
+21,705
+252% +$3.5M 0.49% 86
2023
Q1 		$1.42M Buy
8,624
+6,031
+233% +$1M 0.19% 87
2022
Q4 		$383K Buy
+2,593
New +$384K 0.06% 88

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

Vest Financial's AXP Position: Q1 2026 in Review

Vest Financial increased its American Express (AXP) stake by 13% in Q1 2026, buying an estimated $7.27M and bringing the position to 185,127 shares worth $56M. The position accounts for 0.67% of the portfolio, ranked #47.

Vest Financial first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $60.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Vest Financial held 185,127 shares of American Express worth $56M as of Q1 2026.
  • Vest Financial bought 21,679 American Express shares in Q1 2026, an estimated $7.27M.
  • American Express made up 0.67% of Vest Financial's portfolio in Q1 2026, its #47 holding.
  • Vest Financial first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • Vest Financial's American Express position peaked at $60.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.