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Aprio Wealth Management’s American Express AXP Stock Holding History

Aprio 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 		$1.14M Buy
3,763
+435
+13% +$146K 0.06% 183
2025
Q4 		$1.23M Buy
3,328
+1,801
+118% +$644K 0.07% 168
2025
Q3 		$507K Buy
1,527
+75
+5% +$23.9K 0.05% 217
2025
Q2 		$463K Buy
1,452
+9
+0.6% +$2.53K 0.05% 203
2025
Q1 		$388K Buy
1,443
+335
+30% +$99K 0.05% 218
2024
Q4 		$329K Buy
1,108
+68
+7% +$19.5K 0.05% 194
2024
Q3 		$282K Buy
1,040
+58
+6% +$14.4K 0.05% 209
2024
Q2 		$227K Buy
982
+37
+4% +$8.57K 0.04% 223
2024
Q1 		$215K Buy
+945
New +$196K 0.04% 204
2022
Q3 		– Sell
-2,157
Closed -$299K – 113
2022
Q2 		$299K Buy
+2,157
New +$356K 0.12% 72

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

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

Aprio Wealth Management increased its American Express (AXP) stake by 13% in Q1 2026, buying an estimated $146K and bringing the position to 3,763 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #183.

Aprio Wealth Management first reported a position in AXP in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Aprio Wealth Management held 3,763 shares of American Express worth $1.14M as of Q1 2026.
  • Aprio Wealth Management bought 435 American Express shares in Q1 2026, an estimated $146K.
  • American Express made up 0.06% of Aprio Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Aprio Wealth Management first reported a position in American Express in Q2 2022 and has held it in 10 quarters since.
  • Aprio Wealth Management's American Express position peaked at $1.23M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.