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Abundance Wealth Counselors’s American Express AXP Stock Holding History

Abundance Wealth Counselors’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 		$1.9M Buy
6,275
+920
+17% +$308K 0.27% 53
2025
Q4 		$1.98M Sell
5,355
-98
-2% -$35.1K 0.33% 51
2025
Q3 		$1.81M Sell
5,453
-706
-11% -$225K 0.31% 49
2025
Q2 		$1.97M Sell
6,159
-54
-0.9% -$15.2K 0.37% 46
2025
Q1 		$1.67M Buy
6,213
+74
+1% +$21.9K 0.35% 50
2024
Q4 		$1.82M Buy
6,139
+8
+0.1% +$2.3K 0.4% 39
2024
Q3 		$1.66M Sell
6,131
-204
-3% -$50.8K 0.34% 47
2024
Q2 		$1.47M Buy
6,335
+190
+3% +$44K 0.68% 27
2024
Q1 		$1.4M Buy
6,145
+15
+0.2% +$3.11K 0.32% 55
2023
Q4 		$1.15M Buy
6,130
+690
+13% +$111K 0.3% 60
2023
Q3 		$812K Buy
+5,440
New +$890K 0.23% 67
2023
Q2 		– Sell
-5,526
Closed -$912K – 71
2023
Q1 		$912K Buy
5,526
+113
+2% +$18.7K 0.23% 65
2022
Q4 		$800K Buy
5,413
+90
+2% +$13.3K 0.22% 71
2022
Q3 		$718K Buy
5,323
+19
+0.4% +$2.88K 0.21% 70
2022
Q2 		$735K Sell
5,304
-2,997
-36% -$495K 0.2% 71
2022
Q1 		$1.55M Sell
8,301
-237
-3% -$42.8K 0.42% 38
2021
Q4 		$1.4M Buy
+8,538
New +$1.46M 0.36% 47
2021
Q3 		– Sell
-8,622
Closed -$1.43M – 50
2021
Q2 		$1.43M Sell
8,622
-1,334
-13% -$209K 0.37% 35
2021
Q1 		$1.41M Buy
9,956
+325
+3% +$42.9K 0.35% 25
2020
Q4 		$1.16M Sell
9,631
-95
-1% -$10.5K 0.29% 24
2020
Q3 		$975K Sell
9,726
-504
-5% -$49.6K 0.28% 28
2020
Q2 		$974K Buy
10,230
+7,757
+314% +$714K 0.3% 26
2020
Q1 		$212K Buy
+2,473
New +$288K 0.07% 35

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

Abundance Wealth Counselors's AXP Position: Q1 2026 in Review

Abundance Wealth Counselors increased its American Express (AXP) stake by 17% in Q1 2026, buying an estimated $308K and bringing the position to 6,275 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #53.

Abundance Wealth Counselors first reported a position in AXP in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Abundance Wealth Counselors held 6,275 shares of American Express worth $1.9M as of Q1 2026.
  • Abundance Wealth Counselors bought 920 American Express shares in Q1 2026, an estimated $308K.
  • American Express made up 0.27% of Abundance Wealth Counselors's portfolio in Q1 2026, its #53 holding.
  • Abundance Wealth Counselors first reported a position in American Express in Q1 2020 and has held it in 23 quarters since.
  • Abundance Wealth Counselors's American Express position peaked at $1.98M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.