Acorn Wealth Advisors’s American Express AXP Stock Holding History

Acorn Wealth Advisors’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	$498K	Buy	1,646 +2	+0.1%	+$671	0.15%	142
2025 Q4	$608K	Buy	1,644 +2	+0.1%	+$716	0.18%	118
2025 Q3	$545K	Sell	1,642 -1	-0.1%	-$318	0.17%	131
2025 Q2	$524K	Sell	1,643 -1	-0.1%	-$281	0.2%	114
2025 Q1	$442K	Hold	1,644	–	–	0.18%	119
2024 Q4	$488K	Hold	1,644	–	–	0.2%	106
2024 Q3	$446K	Hold	1,644	–	–	0.19%	105
2024 Q2	$381K	Buy	1,644 +31	+2%	+$7.18K	0.19%	109
2024 Q1	$367K	Buy	1,613 +1	+0.1%	+$207	0.19%	110
2023 Q4	$302K	Sell	1,612 -1	-0.1%	-$161	0.18%	126
2023 Q3	$241K	Buy	1,613 +3	+0.2%	+$491	0.16%	149
2023 Q2	$280K	Hold	1,610	–	–	0.19%	128
2023 Q1	$266K	Hold	1,610	–	–	0.2%	131
2022 Q4	$238K	Buy	1,610 +24	+2%	+$3.56K	0.18%	131
2022 Q3	$214K	Buy	1,586 +10	+0.6%	+$1.51K	0.18%	141
2022 Q2	$218K	Buy	1,576 +1	+0.1%	+$165	0.17%	148
2022 Q1	$295K	Buy	1,575 +1	+0.1%	+$181	0.2%	126
2021 Q4	$258K	Hold	1,574	–	–	0.16%	143
2021 Q3	$264K	Buy	1,574 +1	+0.1%	+$167	0.18%	133
2021 Q2	$260K	Buy	1,573 +1	+0.1%	+$157	0.18%	135
2021 Q1	$222K	Buy	+1,572	New	+$208K	0.16%	147
2018 Q3	–	Sell	-195	Closed	-$19K	–	140
2018 Q2	$19K	Buy	195 +1	+0.5%	+$98	0.02%	396
2018 Q1	$19K	Hold	194	–	–	0.02%	391
2017 Q4	$20K	Buy	+194	New	+$18.5K	0.02%	376

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

Acorn Wealth Advisors's AXP Position: Q1 2026 in Review

Acorn Wealth Advisors increased its American Express (AXP) stake by 0.12% in Q1 2026, buying an estimated $671 and bringing the position to 1,646 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #142.

Acorn Wealth Advisors first reported a position in AXP in Q4 2017 and has held it in 24 quarters since. The position peaked at $608K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Acorn Wealth Advisors held 1,646 shares of American Express worth $498K as of Q1 2026.
Acorn Wealth Advisors bought 2 American Express shares in Q1 2026, an estimated $671.
American Express made up 0.15% of Acorn Wealth Advisors's portfolio in Q1 2026, its #142 holding.
Acorn Wealth Advisors first reported a position in American Express in Q4 2017 and has held it in 24 quarters since.
Acorn Wealth Advisors's American Express position peaked at $608K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.