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 		$824K Buy
+2,536
New +$850K ﹤0.01% 1711

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.