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Vicus Capital’s American Express AXP Stock Holding History

Vicus Capital’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 		$365K Sell
1,206
-304
-20% -$102K 0.03% 201
2025
Q4 		$559K Buy
1,510
+327
+28% +$117K 0.04% 175
2025
Q3 		$393K Sell
1,183
-6
-0.5% -$1.91K 0.03% 197
2025
Q2 		$379K Sell
1,189
-1,037
-47% -$292K 0.03% 189
2025
Q1 		$599K Buy
2,226
+313
+16% +$92.5K 0.06% 124
2024
Q4 		$568K Buy
1,913
+745
+64% +$214K 0.05% 130
2024
Q3 		$317K Sell
1,168
-485
-29% -$121K 0.03% 171
2024
Q2 		$383K Buy
1,653
+342
+26% +$79.2K 0.03% 190
2024
Q1 		$299K Buy
+1,311
New +$272K 0.03% 212
2020
Q1 		– Sell
-1,678
Closed -$209K – 187
2019
Q4 		$209K Buy
+1,678
New +$201K 0.03% 195
2019
Q3 		– Sell
-1,644
Closed -$203K – 229
2019
Q2 		$203K Buy
+1,644
New +$193K 0.03% 224

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

Vicus Capital's AXP Position: Q1 2026 in Review

Vicus Capital reduced its American Express (AXP) stake by 20% in Q1 2026, selling an estimated $102K and leaving 1,206 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #201.

Vicus Capital first reported a position in AXP in Q2 2019 and has held it in 11 quarters since. The position peaked at $599K in Q1 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Vicus Capital held 1,206 shares of American Express worth $365K as of Q1 2026.
  • Vicus Capital sold 304 American Express shares in Q1 2026, an estimated $102K.
  • American Express made up 0.03% of Vicus Capital's portfolio in Q1 2026, its #201 holding.
  • Vicus Capital first reported a position in American Express in Q2 2019 and has held it in 11 quarters since.
  • Vicus Capital's American Express position peaked at $599K in Q1 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.