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Warner Group’s American Express AXP Stock Holding History

Warner Group’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 		$249K Buy
822
+1
+0.1% +$335 0.16% 67
2025
Q4 		$304K Sell
821
-143
-15% -$51.2K 0.19% 60
2025
Q3 		$320K Buy
+964
New +$307K 0.22% 47

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

Warner Group's AXP Position: Q1 2026 in Review

Warner Group increased its American Express (AXP) stake by 0.12% in Q1 2026, buying an estimated $335 and bringing the position to 822 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #67.

Warner Group first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $320K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Warner Group held 822 shares of American Express worth $249K as of Q1 2026.
  • Warner Group bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.16% of Warner Group's portfolio in Q1 2026, its #67 holding.
  • Warner Group first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Warner Group's American Express position peaked at $320K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Warner Group's 13F filing for Q1 2026, filed 29 Apr 2026.