Arbor Trust Wealth Advisors’s American Express AXP Stock Holding History

Arbor Trust 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	$589K	Buy	1,947 +130	+7%	+$43.6K	0.26%	60
2025 Q4	$672K	Hold	1,817	–	–	0.29%	55
2025 Q3	$604K	Buy	1,817 +115	+7%	+$36.6K	0.27%	55
2025 Q2	$543K	Buy	1,702 +380	+29%	+$107K	0.27%	59
2025 Q1	$356K	Buy	1,322 +342	+35%	+$101K	0.17%	72
2024 Q4	$291K	Hold	980	–	–	0.14%	81
2024 Q3	$227K	Hold	980	–	–	0.12%	87
2024 Q2	$227K	Buy	980 +5	+0.5%	+$1.16K	0.12%	87
2024 Q1	$213K	Buy	+975	New	+$202K	0.12%	92

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

Arbor Trust Wealth Advisors's AXP Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its American Express (AXP) stake by 7.2% in Q1 2026, buying an estimated $43.6K and bringing the position to 1,947 shares worth $589K. The position accounts for 0.26% of the portfolio, ranked #60.

Arbor Trust Wealth Advisors first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $672K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Arbor Trust Wealth Advisors held 1,947 shares of American Express worth $589K as of Q1 2026.
Arbor Trust Wealth Advisors bought 130 American Express shares in Q1 2026, an estimated $43.6K.
American Express made up 0.26% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Arbor Trust Wealth Advisors first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
Arbor Trust Wealth Advisors's American Express position peaked at $672K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.