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Ashton Thomas Private Wealth’s American Express AXP Stock Holding History

Ashton Thomas Private Wealth’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 		$3.16M Sell
10,458
-1,754
-14% -$588K 0.07% 266
2025
Q4 		$4.52M Buy
12,212
+2,472
+25% +$885K 0.11% 190
2025
Q3 		$3.24M Buy
9,740
+792
+9% +$252K 0.08% 237
2025
Q2 		$2.85M Sell
8,948
-1,292
-13% -$364K 0.1% 216
2025
Q1 		$2.76M Buy
10,240
+417
+4% +$123K 0.11% 217
2024
Q4 		$2.92M Buy
9,823
+1,844
+23% +$530K 0.11% 210
2024
Q3 		$2.16M Buy
7,979
+78
+1% +$19.4K 0.11% 206
2024
Q2 		$1.83M Buy
7,901
+793
+11% +$184K 0.1% 216
2024
Q1 		$1.62M Buy
7,108
+546
+8% +$113K 0.09% 233
2023
Q4 		$1.23M Buy
6,562
+603
+10% +$97.1K 0.08% 264
2023
Q3 		$889K Buy
5,959
+660
+12% +$108K 0.06% 302
2023
Q2 		$923K Buy
5,299
+698
+15% +$113K 0.07% 283
2023
Q1 		$759K Buy
4,601
+1,473
+47% +$244K 0.07% 289
2022
Q4 		$462K Sell
3,128
-44
-1% -$6.52K 0.05% 348
2022
Q3 		$428K Buy
3,172
+3
+0.1% +$454 0.05% 338
2022
Q2 		$439K Sell
3,169
-39
-1% -$6.44K 0.05% 323
2022
Q1 		$600K Buy
3,208
+1,339
+72% +$242K 0.05% 328
2021
Q4 		$306K Buy
+1,869
New +$319K 0.03% 389

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

Ashton Thomas Private Wealth's AXP Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its American Express (AXP) stake by 14% in Q1 2026, selling an estimated $588K and leaving 10,458 shares worth $3.16M. The position accounts for 0.07% of the portfolio, ranked #266.

Ashton Thomas Private Wealth first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.52M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ashton Thomas Private Wealth held 10,458 shares of American Express worth $3.16M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,754 American Express shares in Q1 2026, an estimated $588K.
  • American Express made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #266 holding.
  • Ashton Thomas Private Wealth first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Ashton Thomas Private Wealth's American Express position peaked at $4.52M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.