Avidian Wealth Enterprises’s American Express AXP Stock Holding History

Avidian Wealth Enterprises’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	$720K	Sell	2,380 -100	-4%	-$33.5K	0.02%	358
2025 Q4	$918K	Sell	2,480 -40	-2%	-$14.3K	0.03%	244
2025 Q3	$837K	Buy	2,520 +264	+12%	+$84K	0.03%	248
2025 Q2	$720K	Buy	2,256 +323	+17%	+$90.9K	0.03%	256
2025 Q1	$520K	Buy	1,933 +22	+1%	+$6.5K	0.02%	301
2024 Q4	$567K	Buy	1,911 +125	+7%	+$35.9K	0.03%	275
2024 Q3	$484K	Buy	+1,786	New	+$445K	0.02%	301
2023 Q2	–	Sell	-2,129	Closed	-$351K	–	417
2023 Q1	$351K	Buy	2,129 +37	+2%	+$6.14K	0.02%	358
2022 Q4	$309K	Buy	+2,092	New	+$310K	0.02%	355

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

Avidian Wealth Enterprises's AXP Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its American Express (AXP) stake by 4% in Q1 2026, selling an estimated $33.5K and leaving 2,380 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #358.

Avidian Wealth Enterprises first reported a position in AXP in Q4 2022 and has held it in 9 quarters since. The position peaked at $918K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Avidian Wealth Enterprises held 2,380 shares of American Express worth $720K as of Q1 2026.
Avidian Wealth Enterprises sold 100 American Express shares in Q1 2026, an estimated $33.5K.
American Express made up 0.02% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #358 holding.
Avidian Wealth Enterprises first reported a position in American Express in Q4 2022 and has held it in 9 quarters since.
Avidian Wealth Enterprises's American Express position peaked at $918K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.