ZIG
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Zullo Investment Group’s American Express AXP Stock Holding History

Zullo Investment 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 		$512K Sell
1,694
-26
-2% -$8.72K 0.19% 91
2025
Q4 		$637K Sell
1,720
-162
-9% -$58K 0.23% 77
2025
Q3 		$626K Sell
1,882
-6
-0.3% -$1.91K 0.23% 80
2025
Q2 		$603K Sell
1,888
-1,586
-46% -$446K 0.24% 79
2025
Q1 		$935K Buy
3,474
+77
+2% +$22.8K 0.4% 60
2024
Q4 		$1.01M Buy
3,397
+130
+4% +$37.3K 0.41% 55
2024
Q3 		$886K Buy
3,267
+20
+0.6% +$4.98K 0.37% 60
2024
Q2 		$752K Buy
3,247
+157
+5% +$36.4K 0.33% 62
2024
Q1 		$704K Buy
3,090
+77
+3% +$16K 0.33% 68
2023
Q4 		$565K Buy
3,013
+107
+4% +$17.2K 0.29% 72
2023
Q3 		$434K Buy
2,906
+317
+12% +$51.9K 0.25% 81
2023
Q2 		$451K Buy
2,589
+61
+2% +$9.84K 0.26% 84
2023
Q1 		$417K Buy
2,528
+40
+2% +$6.64K 0.26% 82
2022
Q4 		$368K Buy
2,488
+10
+0.4% +$1.48K 0.23% 87
2022
Q3 		$334K Buy
2,478
+15
+0.6% +$2.27K 0.22% 87
2022
Q2 		$341K Buy
2,463
+35
+1% +$5.78K 0.21% 89
2022
Q1 		$454K Sell
2,428
-3
-0.1% -$542 0.24% 84
2021
Q4 		$398K Buy
+2,431
New +$415K 0.2% 98

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

Zullo Investment Group's AXP Position: Q1 2026 in Review

Zullo Investment Group reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $8.72K and leaving 1,694 shares worth $512K. The position accounts for 0.19% of the portfolio, ranked #91.

Zullo Investment Group first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Zullo Investment Group held 1,694 shares of American Express worth $512K as of Q1 2026.
  • Zullo Investment Group sold 26 American Express shares in Q1 2026, an estimated $8.72K.
  • American Express made up 0.19% of Zullo Investment Group's portfolio in Q1 2026, its #91 holding.
  • Zullo Investment Group first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's American Express position peaked at $1.01M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.