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Angeles Wealth Management’s American Express AXP Stock Holding History

Angeles 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 		$1.17M Buy
3,882
+276
+8% +$92.5K 0.06% 122
2025
Q4 		$1.33M Buy
3,606
+651
+22% +$233K 0.07% 110
2025
Q3 		$982K Buy
2,955
+48
+2% +$15.3K 0.06% 113
2025
Q2 		$927K Buy
2,907
+634
+28% +$178K 0.06% 112
2025
Q1 		$612K Buy
2,273
+233
+11% +$68.9K 0.05% 125
2024
Q4 		$605K Buy
2,040
+105
+5% +$30.2K 0.05% 127
2024
Q3 		$525K Buy
1,935
+250
+15% +$62.3K 0.05% 131
2024
Q2 		$390K Buy
1,685
+5
+0.3% +$1.16K 0.04% 144
2024
Q1 		$383K Buy
1,680
+461
+38% +$95.6K 0.04% 144
2023
Q4 		$228K Buy
+1,219
New +$196K 0.03% 183

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

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

Angeles Wealth Management increased its American Express (AXP) stake by 7.7% in Q1 2026, buying an estimated $92.5K and bringing the position to 3,882 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #122.

Angeles Wealth Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Angeles Wealth Management held 3,882 shares of American Express worth $1.17M as of Q1 2026.
  • Angeles Wealth Management bought 276 American Express shares in Q1 2026, an estimated $92.5K.
  • American Express made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Angeles Wealth Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Angeles Wealth Management's American Express position peaked at $1.33M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.