Accretive Wealth Partners’s American Express AXP Stock Holding History

Accretive Wealth Partners’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	$470K	Buy	1,553 +99	+7%	+$33.2K	0.13%	125
2025 Q4	$538K	Buy	1,454 +135	+10%	+$48.3K	0.16%	106
2025 Q3	$438K	Buy	1,319 +10	+0.8%	+$3.18K	0.13%	111
2025 Q2	$418K	Hold	1,309	–	–	0.14%	113
2025 Q1	$360K	Buy	1,309 +409	+45%	+$121K	0.13%	119
2024 Q4	$267K	Hold	900	–	–	0.11%	120
2024 Q3	$244K	Sell	900 -4	-0.4%	-$996	0.1%	123
2024 Q2	$209K	Buy	904 +4	+0.4%	+$926	0.09%	130
2024 Q1	$208K	Buy	+900	New	+$187K	0.09%	133

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

Accretive Wealth Partners's AXP Position: Q1 2026 in Review

Accretive Wealth Partners increased its American Express (AXP) stake by 6.8% in Q1 2026, buying an estimated $33.2K and bringing the position to 1,553 shares worth $470K. The position accounts for 0.13% of the portfolio, ranked #125.

Accretive Wealth Partners first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $538K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Accretive Wealth Partners held 1,553 shares of American Express worth $470K as of Q1 2026.
Accretive Wealth Partners bought 99 American Express shares in Q1 2026, an estimated $33.2K.
American Express made up 0.13% of Accretive Wealth Partners's portfolio in Q1 2026, its #125 holding.
Accretive Wealth Partners first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
Accretive Wealth Partners's American Express position peaked at $538K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.