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West Michigan Advisors’s American Express AXP Stock Holding History

West Michigan Advisors’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 		$4.27M Buy
14,126
+4,420
+46% +$1.48M 0.94% 22
2025
Q4 		$3.59M Buy
9,706
+677
+7% +$242K 0.82% 28
2025
Q3 		$3M Buy
9,029
+7,756
+609% +$2.47M 0.72% 28
2025
Q2 		$406K Buy
1,273
+49
+4% +$13.8K 0.11% 133
2025
Q1 		$329K Buy
1,224
+236
+24% +$69.8K 0.11% 143
2024
Q4 		$293K Buy
988
+54
+6% +$15.5K 0.09% 161
2024
Q3 		$253K Buy
+934
New +$233K 0.08% 164

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

West Michigan Advisors's AXP Position: Q1 2026 in Review

West Michigan Advisors increased its American Express (AXP) stake by 46% in Q1 2026, buying an estimated $1.48M and bringing the position to 14,126 shares worth $4.27M. The position accounts for 0.94% of the portfolio, ranked #22.

West Michigan Advisors first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • West Michigan Advisors held 14,126 shares of American Express worth $4.27M as of Q1 2026.
  • West Michigan Advisors bought 4,420 American Express shares in Q1 2026, an estimated $1.48M.
  • American Express made up 0.94% of West Michigan Advisors's portfolio in Q1 2026, its #22 holding.
  • West Michigan Advisors first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.