Aberdeen Wealth Management’s American Express AXP Stock Holding History

Aberdeen 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	$548K	Hold	1,811	–	–	0.25%	81
2025 Q4	$670K	Sell	1,811 -215	-11%	-$76.9K	0.31%	71
2025 Q3	$673K	Sell	2,026 -50	-2%	-$15.9K	0.42%	69
2025 Q2	$662K	Hold	2,076	–	–	0.44%	70
2025 Q1	$559K	Hold	2,076	–	–	0.39%	77
2024 Q4	$616K	Sell	2,076 -35	-2%	-$10.1K	0.42%	69
2024 Q3	$573K	Hold	2,111	–	–	0.38%	81
2024 Q2	$489K	Hold	2,111	–	–	0.33%	88
2024 Q1	$481K	Hold	2,111	–	–	0.28%	95
2023 Q4	$395K	Hold	2,111	–	–	0.29%	102
2023 Q3	$315K	Hold	2,111	–	–	0.24%	109
2023 Q2	$368K	Hold	2,111	–	–	0.27%	104
2023 Q1	$348K	Sell	2,111 -110	-5%	-$18.2K	0.26%	103
2022 Q4	$328K	Hold	2,221	–	–	0.25%	107
2022 Q3	$300K	Hold	2,221	–	–	0.26%	103
2022 Q2	$308K	Hold	2,221	–	–	0.24%	108
2022 Q1	$415K	Hold	2,221	–	–	0.28%	93
2021 Q4	$363K	Sell	2,221 -45	-2%	-$7.67K	0.24%	104
2021 Q3	$380K	Sell	2,266 -200	-8%	-$33.4K	0.37%	87
2021 Q2	$407K	Hold	2,466	–	–	0.38%	86
2021 Q1	$349K	Sell	2,466 -10	-0.4%	-$1.32K	0.28%	103
2020 Q4	$299K	Hold	2,476	–	–	0.23%	112
2020 Q3	$248K	Hold	2,476	–	–	0.24%	111
2020 Q2	$235K	Sell	2,476 -20	-0.8%	-$1.84K	0.25%	111
2020 Q1	$214K	Hold	2,496	–	–	0.26%	106
2019 Q4	$311K	Buy	+2,496	New	+$298K	0.23%	109

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

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

Aberdeen Wealth Management held its American Express (AXP) position steady in Q1 2026 at 1,811 shares worth $548K. The position accounts for 0.25% of the portfolio, ranked #81.

Aberdeen Wealth Management first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $673K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Aberdeen Wealth Management held 1,811 shares of American Express worth $548K as of Q1 2026.
Aberdeen Wealth Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.25% of Aberdeen Wealth Management's portfolio in Q1 2026, its #81 holding.
Aberdeen Wealth Management first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's American Express position peaked at $673K in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.