Your Advocates Ltd’s American Express AXP Stock Holding History

Your Advocates Ltd’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	$3.1K	Hold	10	–	–	﹤0.01%	164
2025 Q4	$3.79K	Hold	10	–	–	﹤0.01%	163
2025 Q3	$3.39K	Sell	10 -10	-50%	-$3.18K	﹤0.01%	155
2025 Q2	$6.43K	Hold	20	–	–	﹤0.01%	126
2025 Q1	$5.41K	Hold	20	–	–	﹤0.01%	136
2024 Q4	$5.95K	Hold	20	–	–	﹤0.01%	123
2024 Q3	$5.42K	Buy	+20	New	+$4.98K	﹤0.01%	146
2022 Q2	–	Sell	-200	Closed	-$37K	–	207
2022 Q1	$37K	Hold	200	–	–	0.02%	54
2021 Q4	$33K	Hold	200	–	–	0.02%	51
2021 Q3	$34K	Hold	200	–	–	0.02%	49
2021 Q2	$33K	Hold	200	–	–	0.02%	46
2021 Q1	$28K	Hold	200	–	–	0.02%	49
2020 Q4	$24K	Hold	200	–	–	0.02%	53
2020 Q3	$20K	Hold	200	–	–	0.02%	55
2020 Q2	$19K	Hold	200	–	–	0.01%	63
2020 Q1	$17K	Buy	+200	New	+$23.3K	0.01%	56

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

Your Advocates Ltd's AXP Position: Q1 2026 in Review

Your Advocates Ltd held its American Express (AXP) position steady in Q1 2026 at 10 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Your Advocates Ltd first reported a position in AXP in Q1 2020 and has held it in 16 quarters since. The position peaked at $37K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Your Advocates Ltd held 10 shares of American Express worth $3.1K as of Q1 2026.
Your Advocates Ltd left its American Express share count unchanged in Q1 2026.
American Express made up ﹤0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #164 holding.
Your Advocates Ltd first reported a position in American Express in Q1 2020 and has held it in 16 quarters since.
Your Advocates Ltd's American Express position peaked at $37K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.