Wellington Management Group
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Wellington Management Group’s American Express AXP Stock Holding History

Wellington Management 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 		$1.27B Sell
4,184,979
-3,780,899
-47% -$1.27B 0.24% 98
2025
Q4 		$2.95B Sell
7,965,878
-5,006,656
-39% -$1.79B 0.52% 29
2025
Q3 		$4.31B Sell
12,972,534
-1,920,427
-13% -$611M 0.75% 16
2025
Q2 		$4.75B Sell
14,892,961
-3,132,601
-17% -$882M 0.86% 15
2025
Q1 		$4.85B Buy
18,025,562
+2,168,445
+14% +$641M 0.93% 14
2024
Q4 		$4.71B Sell
15,857,117
-216,855
-1% -$62.3M 0.86% 15
2024
Q3 		$4.36B Sell
16,073,972
-3,033,341
-16% -$755M 0.76% 21
2024
Q2 		$4.42B Sell
19,107,313
-2,913,549
-13% -$675M 0.79% 18
2024
Q1 		$5.01B Buy
22,020,862
+4,164,804
+23% +$864M 0.89% 15
2023
Q4 		$3.35B Sell
17,856,058
-2,498,303
-12% -$402M 0.62% 32
2023
Q3 		$3.04B Sell
20,354,361
-2,779,702
-12% -$455M 0.61% 33
2023
Q2 		$4.03B Buy
23,134,063
+1,133,276
+5% +$183M 0.76% 22
2023
Q1 		$3.63B Buy
22,000,787
+182,753
+0.8% +$30.3M 0.72% 29
2022
Q4 		$3.22B Sell
21,818,034
-1,866,960
-8% -$277M 0.65% 36
2022
Q3 		$3.2B Sell
23,684,994
-195,808
-0.8% -$29.6M 0.68% 31
2022
Q2 		$3.31B Sell
23,880,802
-4,875,037
-17% -$805M 0.67% 33
2022
Q1 		$5.38B Buy
28,755,839
+324,789
+1% +$58.7M 0.92% 16
2021
Q4 		$4.65B Sell
28,431,050
-3,391,231
-11% -$578M 0.74% 23
2021
Q3 		$5.33B Sell
31,822,281
-4,984,160
-14% -$833M 0.91% 18
2021
Q2 		$6.08B Sell
36,806,441
-4,006,005
-10% -$627M 1.01% 13
2021
Q1 		$5.77B Buy
40,812,446
+70,940
+0.2% +$9.37M 1.02% 13
2020
Q4 		$4.93B Buy
40,741,506
+3,799,107
+10% +$421M 0.91% 17
2020
Q3 		$3.7B Buy
36,942,399
+6,911,910
+23% +$680M 0.77% 26
2020
Q2 		$2.86B Sell
30,030,489
-6,159,359
-17% -$567M 0.64% 36
2020
Q1 		$3.1B Buy
36,189,848
+8,097,131
+29% +$942M 0.82% 26
2019
Q4 		$3.5B Buy
28,092,717
+2,953,739
+12% +$353M 0.73% 29
2019
Q3 		$2.97B Buy
25,138,978
+4,678,893
+23% +$574M 0.67% 34
2019
Q2 		$2.53B Buy
20,460,085
+2,368,402
+13% +$278M 0.56% 38
2019
Q1 		$1.98B Sell
18,091,683
-694,126
-4% -$72.9M 0.45% 53
2018
Q4 		$1.79B Sell
18,785,809
-2,218,062
-11% -$232M 0.45% 53
2018
Q3 		$2.24B Buy
21,003,871
+820,044
+4% +$85.3M 0.47% 49
2018
Q2 		$1.98B Buy
20,183,827
+826,973
+4% +$81.3M 0.44% 53
2018
Q1 		$1.81B Buy
19,356,854
+61,179
+0.3% +$5.93M 0.41% 64
2017
Q4 		$1.92B Buy
19,295,675
+1,726,318
+10% +$164M 0.42% 59
2017
Q3 		$1.59B Buy
17,569,357
+789,768
+5% +$67.9M 0.36% 70
2017
Q2 		$1.41B Sell
16,779,589
-419,198
-2% -$33.2M 0.33% 77
2017
Q1 		$1.36B Buy
17,198,787
+3,071,573
+22% +$240M 0.33% 80
2016
Q4 		$1.05B Sell
14,127,214
-2,005,937
-12% -$139M 0.26% 97
2016
Q3 		$1.03B Sell
16,133,151
-1,319,431
-8% -$84.8M 0.26% 94
2016
Q2 		$1.06B Sell
17,452,582
-7,180,135
-29% -$455M 0.27% 89
2016
Q1 		$1.51B Buy
24,632,717
+12,544,274
+104% +$730M 0.4% 61
2015
Q4 		$841M Buy
12,088,443
+5,112,809
+73% +$372M 0.22% 110
2015
Q3 		$517M Buy
6,975,634
+6,970,439
+134,176% +$536M 0.14% 154
2015
Q2 		$404K Sell
5,195
-967,711
-99% -$76.8M ﹤0.01% 1997
2015
Q1 		$76M Sell
972,906
-1,535,936
-61% -$128M 0.02% 601
2014
Q4 		$233M Sell
2,508,842
-93,542
-4% -$8.39M 0.06% 302
2014
Q3 		$228M Sell
2,602,384
-906,065
-26% -$81.6M 0.06% 299
2014
Q2 		$333M Sell
3,508,449
-253,557
-7% -$22.9M 0.09% 241
2014
Q1 		$339M Buy
3,762,006
+88,751
+2% +$7.93M 0.09% 240
2013
Q4 		$333M Buy
3,673,255
+132,962
+4% +$10.9M 0.1% 231
2013
Q3 		$267M Sell
3,540,293
-41,638
-1% -$3.13M 0.08% 263
2013
Q2 		$268M Buy
+3,581,931
New +$255M 0.09% 248

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

Wellington Management Group's AXP Position: Q1 2026 in Review

Wellington Management Group reduced its American Express (AXP) stake by 47% in Q1 2026, selling an estimated $1.27B and leaving 4,184,979 shares worth $1.27B. The position accounts for 0.24% of the portfolio, ranked #98.

Wellington Management Group first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.08B in Q2 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Wellington Management Group held 4,184,979 shares of American Express worth $1.27B as of Q1 2026.
  • Wellington Management Group sold 3,780,899 American Express shares in Q1 2026, an estimated $1.27B.
  • American Express made up 0.24% of Wellington Management Group's portfolio in Q1 2026, its #98 holding.
  • Wellington Management Group first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's American Express position peaked at $6.08B in Q2 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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