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

ARQ 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 		$5.58M Buy
18,458
+16,172
+707% +$5.42M 1.01% 32
2025
Q4 		$846K Sell
2,286
-150
-6% -$53.7K 0.23% 64
2025
Q3 		$809K Buy
+2,436
New +$775K 0.24% 61

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

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

ARQ Wealth Advisors increased its American Express (AXP) stake by 707% in Q1 2026, buying an estimated $5.42M and bringing the position to 18,458 shares worth $5.58M. The position accounts for 1.01% of the portfolio, ranked #32.

ARQ Wealth Advisors first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • ARQ Wealth Advisors held 18,458 shares of American Express worth $5.58M as of Q1 2026.
  • ARQ Wealth Advisors bought 16,172 American Express shares in Q1 2026, an estimated $5.42M.
  • American Express made up 1.01% of ARQ Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • ARQ Wealth Advisors first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.