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Ashton Thomas Securities’s American Express AXP Stock Holding History

Ashton Thomas Securities’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 		$598K Buy
1,977
+61
+3% +$20.5K 0.08% 225
2025
Q4 		$709K Sell
1,916
-52
-3% -$18.6K 0.13% 144
2025
Q3 		$652K Buy
1,968
+842
+75% +$268K 0.09% 198
2025
Q2 		$359K Sell
1,126
-55
-5% -$15.5K 0.09% 199
2025
Q1 		$320K Sell
1,181
-73
-6% -$21.6K 0.09% 184
2024
Q4 		$371K Buy
1,254
+91
+8% +$26.1K 0.1% 173
2024
Q3 		$315K Buy
+1,163
New +$290K 0.06% 220

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 Securities's AXP Position: Q1 2026 in Review

Ashton Thomas Securities increased its American Express (AXP) stake by 3.2% in Q1 2026, buying an estimated $20.5K and bringing the position to 1,977 shares worth $598K. The position accounts for 0.08% of the portfolio, ranked #225.

Ashton Thomas Securities first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $709K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ashton Thomas Securities held 1,977 shares of American Express worth $598K as of Q1 2026.
  • Ashton Thomas Securities bought 61 American Express shares in Q1 2026, an estimated $20.5K.
  • American Express made up 0.08% of Ashton Thomas Securities's portfolio in Q1 2026, its #225 holding.
  • Ashton Thomas Securities first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Ashton Thomas Securities's American Express position peaked at $709K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.