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Aviso Wealth Management’s American Express AXP Stock Holding History

Aviso Wealth Management’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 		$221K Sell
732
-1,727
-70% -$579K 0.1% 132
2025
Q4 		$910K Buy
2,459
+60
+3% +$21.5K 0.38% 57
2025
Q3 		$797K Buy
2,399
+2
+0.1% +$636 0.35% 69
2025
Q2 		$765K Buy
2,397
+11
+0.5% +$3.1K 0.36% 69
2025
Q1 		$642K Buy
2,386
+178
+8% +$52.6K 0.34% 77
2024
Q4 		$655K Buy
2,208
+13
+0.6% +$3.73K 0.33% 76
2024
Q3 		$595K Buy
+2,195
New +$547K 0.32% 82

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

Aviso Wealth Management's AXP Position: Q1 2026 in Review

Aviso Wealth Management reduced its American Express (AXP) stake by 70% in Q1 2026, selling an estimated $579K and leaving 732 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #132.

Aviso Wealth Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $910K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Aviso Wealth Management held 732 shares of American Express worth $221K as of Q1 2026.
  • Aviso Wealth Management sold 1,727 American Express shares in Q1 2026, an estimated $579K.
  • American Express made up 0.1% of Aviso Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Aviso Wealth Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Aviso Wealth Management's American Express position peaked at $910K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.