AWA
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Arkadios Wealth Advisors’s American Express AXP Stock Holding History

Arkadios 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 		$6.43M Buy
21,263
+1,203
+6% +$403K 0.1% 225
2025
Q4 		$7.42M Buy
20,060
+3,877
+24% +$1.39M 0.14% 154
2025
Q3 		$5.38M Buy
16,183
+2,406
+17% +$765K 0.13% 182
2025
Q2 		$4.39M Buy
13,777
+2,310
+20% +$650K 0.13% 179
2025
Q1 		$3.09M Buy
11,467
+5,188
+83% +$1.53M 0.12% 197
2024
Q4 		$1.86M Sell
6,279
-1,013
-14% -$291K 0.1% 196
2024
Q3 		$1.98M Buy
7,292
+732
+11% +$182K 0.11% 188
2024
Q2 		$1.52M Buy
6,560
+4,422
+207% +$1.02M 0.1% 206
2024
Q1 		$487K Sell
2,138
-463
-18% -$96K 0.04% 382
2023
Q4 		$487K Sell
2,601
-848
-25% -$137K 0.04% 372
2023
Q3 		$515K Buy
3,449
+226
+7% +$37K 0.05% 332
2023
Q2 		$562K Buy
3,223
+129
+4% +$20.8K 0.07% 273
2023
Q1 		$510K Sell
3,094
-326
-10% -$54.1K 0.06% 301
2022
Q4 		$505K Sell
3,420
-89
-3% -$13.2K 0.07% 281
2022
Q3 		$473K Buy
3,509
+868
+33% +$131K 0.07% 279
2022
Q2 		$366K Sell
2,641
-326
-11% -$53.8K 0.05% 350
2022
Q1 		$555K Buy
2,967
+1,338
+82% +$242K 0.07% 291
2021
Q4 		$267K Sell
1,629
-282
-15% -$48.1K 0.04% 477
2021
Q3 		$320K Sell
1,911
-1,528
-44% -$255K 0.05% 392
2021
Q2 		$568K Buy
3,439
+68
+2% +$10.7K 0.07% 296
2021
Q1 		$476K Buy
3,371
+554
+20% +$73.2K 0.08% 258
2020
Q4 		$340K Buy
2,817
+2,616
+1,301% +$290K 0.07% 244
2020
Q3 		$21.1K Sell
201
-117
-37% -$11.5K 0.01% 592
2020
Q2 		$30.2K Buy
318
+215
+209% +$19.8K 0.02% 465
2020
Q1 		$8.79K Hold
103
– – 0.01% 666
2019
Q4 		$13.8K Buy
+103
New +$12.3K 0.01% 528

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

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

Arkadios Wealth Advisors increased its American Express (AXP) stake by 6% in Q1 2026, buying an estimated $403K and bringing the position to 21,263 shares worth $6.43M. The position accounts for 0.1% of the portfolio, ranked #225.

Arkadios Wealth Advisors first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.42M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Arkadios Wealth Advisors held 21,263 shares of American Express worth $6.43M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,203 American Express shares in Q1 2026, an estimated $403K.
  • American Express made up 0.1% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #225 holding.
  • Arkadios Wealth Advisors first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's American Express position peaked at $7.42M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.