1900 Wealth Management’s American Express AXP Stock Holding History

1900 Wealth Management’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	$390K	Buy	1,289 +29	+2%	+$9.72K	0.03%	187
2025 Q4	$466K	Buy	1,260 +34	+3%	+$12.2K	0.03%	172
2025 Q3	$407K	Hold	1,226	–	–	0.03%	172
2025 Q2	$391K	Buy	1,226 +42	+4%	+$11.8K	0.03%	170
2025 Q1	$319K	Buy	1,184 +19	+2%	+$5.62K	0.03%	178
2024 Q4	$346K	Hold	1,165	–	–	0.03%	177
2024 Q3	$316K	Sell	1,165 -1	-0.1%	-$249	0.03%	185
2024 Q2	$270K	Hold	1,166	–	–	0.03%	198
2024 Q1	$265K	Hold	1,166	–	–	0.02%	206
2023 Q4	$218K	Buy	+1,166	New	+$188K	0.02%	279
2023 Q3	–	Sell	-1,265	Closed	-$220K	–	293
2023 Q2	$220K	Sell	1,265 -421	-25%	-$67.9K	0.02%	228
2023 Q1	$249K	Hold	1,686	–	–	0.03%	209
2022 Q4	$249K	Hold	1,686	–	–	0.03%	207
2022 Q3	$228K	Hold	1,686	–	–	0.03%	208
2022 Q2	$234K	Sell	1,686 -582	-26%	-$96.1K	0.03%	210
2022 Q1	$424K	Buy	2,268 +111	+5%	+$20K	0.04%	176
2021 Q4	$353K	Buy	+2,157	New	+$368K	0.03%	191

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

1900 Wealth Management's AXP Position: Q1 2026 in Review

1900 Wealth Management increased its American Express (AXP) stake by 2.3% in Q1 2026, buying an estimated $9.72K and bringing the position to 1,289 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #187.

1900 Wealth Management first reported a position in AXP in Q4 2021 and has held it in 17 quarters since. The position peaked at $466K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

1900 Wealth Management held 1,289 shares of American Express worth $390K as of Q1 2026.
1900 Wealth Management bought 29 American Express shares in Q1 2026, an estimated $9.72K.
American Express made up 0.03% of 1900 Wealth Management's portfolio in Q1 2026, its #187 holding.
1900 Wealth Management first reported a position in American Express in Q4 2021 and has held it in 17 quarters since.
1900 Wealth Management's American Express position peaked at $466K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.