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Apollon Wealth Management’s American Express AXP Stock Holding History

Apollon 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 		$5.02M Sell
16,593
-591
-3% -$198K 0.08% 219
2025
Q4 		$6.36M Buy
17,184
+336
+2% +$120K 0.11% 168
2025
Q3 		$5.6M Buy
16,848
+589
+4% +$187K 0.1% 183
2025
Q2 		$5.19M Sell
16,259
-422
-3% -$119K 0.1% 174
2025
Q1 		$4.49M Buy
16,681
+617
+4% +$182K 0.1% 188
2024
Q4 		$4.77M Buy
16,064
+3,161
+24% +$908K 0.11% 167
2024
Q3 		$3.5M Buy
12,903
+467
+4% +$116K 0.1% 184
2024
Q2 		$2.88M Sell
12,436
-1,699
-12% -$393K 0.09% 212
2024
Q1 		$3.22M Buy
14,135
+930
+7% +$193K 0.1% 182
2023
Q4 		$2.47M Buy
13,205
+6,705
+103% +$1.08M 0.09% 211
2023
Q3 		$970K Sell
6,500
-1,754
-21% -$287K 0.05% 366
2023
Q2 		$1.44M Buy
8,254
+318
+4% +$51.3K 0.07% 293
2023
Q1 		$1.31M Buy
7,936
+709
+10% +$118K 0.08% 259
2022
Q4 		$1.07M Buy
7,227
+874
+14% +$130K 0.08% 275
2022
Q3 		$857K Sell
6,353
-52
-0.8% -$7.87K 0.07% 299
2022
Q2 		$888K Sell
6,405
-787
-11% -$130K 0.07% 293
2022
Q1 		$1.34M Buy
7,192
+1,402
+24% +$253K 0.1% 219
2021
Q4 		$947K Buy
5,790
+1,906
+49% +$325K 0.07% 295
2021
Q3 		$651K Buy
3,884
+1,693
+77% +$283K 0.09% 218
2021
Q2 		$362K Buy
2,191
+160
+8% +$25.1K 0.06% 255
2021
Q1 		$287K Buy
+2,031
New +$268K 0.06% 274
2020
Q3 		– Sell
-502
Closed -$48K – 198
2020
Q2 		$48K Buy
+502
New +$46.2K 0.03% 253
2019
Q3 		– Sell
-558
Closed -$69K – 69
2019
Q2 		$69K Buy
+558
New +$65.5K 0.08% 82

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

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

Apollon Wealth Management reduced its American Express (AXP) stake by 3.4% in Q1 2026, selling an estimated $198K and leaving 16,593 shares worth $5.02M. The position accounts for 0.08% of the portfolio, ranked #219.

Apollon Wealth Management first reported a position in AXP in Q2 2019 and has held it in 23 quarters since. The position peaked at $6.36M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Apollon Wealth Management held 16,593 shares of American Express worth $5.02M as of Q1 2026.
  • Apollon Wealth Management sold 591 American Express shares in Q1 2026, an estimated $198K.
  • American Express made up 0.08% of Apollon Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Apollon Wealth Management first reported a position in American Express in Q2 2019 and has held it in 23 quarters since.
  • Apollon Wealth Management's American Express position peaked at $6.36M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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