Virtus Investment Advisers’s American Express AXP Stock Holding History

Virtus Investment Advisers’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	$1.6M	Sell	5,279 -4	-0.1%	-$1.34K	0.44%	102
2025 Q4	$1.95M	Sell	5,283 -618	-10%	-$221K	0.53%	54
2025 Q3	$1.96M	Buy	5,901 +668	+13%	+$212K	0.56%	38
2025 Q2	$1.67M	Buy	5,233 +752	+17%	+$212K	0.56%	32
2025 Q1	$1.21M	Buy	+4,481	New	+$1.32M	0.33%	111
2018 Q1	–	Sell	-11,394	Closed	-$1.13M	–	50
2017 Q4	$1.13M	Buy	11,394 +1,269	+13%	+$121K	0.12%	196
2017 Q3	$916K	Sell	10,125 -1,105	-10%	-$95K	0.1%	235
2017 Q2	$946K	Sell	11,230 -5,661	-34%	-$448K	0.09%	231
2017 Q1	$1.34M	Sell	16,891 -2,111	-11%	-$165K	0.12%	208
2016 Q4	$1.41M	Buy	19,002 +12,658	+200%	+$876K	0.11%	226
2016 Q3	$406K	Buy	+6,344	New	+$408K	0.03%	374

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

Virtus Investment Advisers's AXP Position: Q1 2026 in Review

Virtus Investment Advisers reduced its American Express (AXP) stake by 0.08% in Q1 2026, selling an estimated $1.34K and leaving 5,279 shares worth $1.6M. The position accounts for 0.44% of the portfolio, ranked #102.

Virtus Investment Advisers first reported a position in AXP in Q3 2016 and has held it in 11 quarters since. The position peaked at $1.96M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Virtus Investment Advisers held 5,279 shares of American Express worth $1.6M as of Q1 2026.
Virtus Investment Advisers sold 4 American Express shares in Q1 2026, an estimated $1.34K.
American Express made up 0.44% of Virtus Investment Advisers's portfolio in Q1 2026, its #102 holding.
Virtus Investment Advisers first reported a position in American Express in Q3 2016 and has held it in 11 quarters since.
Virtus Investment Advisers's American Express position peaked at $1.96M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.