Vista Investment Management’s American Express AXP Stock Holding History

Vista Investment Management’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	$320K	Buy	1,057 +54	+5%	+$18.1K	0.11%	145
2025 Q4	$371K	Buy	1,003 +38	+4%	+$13.6K	0.12%	139
2025 Q3	$321K	Sell	965 -9	-0.9%	-$2.86K	0.11%	143
2025 Q2	$311K	Sell	974 -8	-0.8%	-$2.25K	0.12%	145
2025 Q1	$264K	Sell	982 -102	-9%	-$30.1K	0.1%	154
2024 Q4	$322K	Buy	1,084 +27	+3%	+$7.76K	0.12%	143
2024 Q3	$287K	Sell	1,057 -35	-3%	-$8.71K	0.11%	153
2024 Q2	$253K	Buy	1,092 +49	+5%	+$11.3K	0.1%	159
2024 Q1	$238K	Sell	1,043 -43	-4%	-$8.92K	0.1%	164
2023 Q4	$203K	Buy	+1,086	New	+$175K	0.09%	164
2022 Q2	–	Sell	-1,093	Closed	-$204K	–	162
2022 Q1	$204K	Buy	+1,093	New	+$197K	0.11%	158
2021 Q2	–	Sell	-1,621	Closed	-$229K	–	157
2021 Q1	$229K	Buy	+1,621	New	+$214K	0.14%	139
2020 Q1	–	Sell	-1,625	Closed	-$202K	–	127
2019 Q4	$202K	Buy	+1,625	New	+$194K	0.15%	138

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

Vista Investment Management's AXP Position: Q1 2026 in Review

Vista Investment Management increased its American Express (AXP) stake by 5.4% in Q1 2026, buying an estimated $18.1K and bringing the position to 1,057 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #145.

Vista Investment Management first reported a position in AXP in Q4 2019 and has held it in 13 quarters since. The position peaked at $371K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Vista Investment Management held 1,057 shares of American Express worth $320K as of Q1 2026.
Vista Investment Management bought 54 American Express shares in Q1 2026, an estimated $18.1K.
American Express made up 0.11% of Vista Investment Management's portfolio in Q1 2026, its #145 holding.
Vista Investment Management first reported a position in American Express in Q4 2019 and has held it in 13 quarters since.
Vista Investment Management's American Express position peaked at $371K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.