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Badgley Phelps Wealth Managers’s American Express AXP Stock Holding History

Badgley Phelps Wealth Managers’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 		$3.39M Sell
11,204
-92
-0.8% -$30.8K 0.07% 146
2025
Q4 		$4.18M Sell
11,296
-90
-0.8% -$32.2K 0.08% 140
2025
Q3 		$3.78M Sell
11,386
-28
-0.2% -$8.91K 0.08% 130
2025
Q2 		$3.64M Hold
11,414
– – 0.08% 133
2025
Q1 		$3.07M Sell
11,414
-134
-1% -$39.6K 0.07% 138
2024
Q4 		$3.43M Sell
11,548
-89
-0.8% -$25.6K 0.08% 130
2024
Q3 		$3.16M Buy
11,637
+1,202
+12% +$299K 0.07% 130
2024
Q2 		$2.42M Buy
10,435
+17
+0.2% +$3.94K 0.06% 136
2024
Q1 		$2.37M Hold
10,418
– – 0.06% 133
2023
Q4 		$1.95M Sell
10,418
-309
-3% -$49.7K 0.05% 134
2023
Q3 		$1.6M Buy
10,727
+1,047
+11% +$171K 0.05% 135
2023
Q2 		$1.69M Buy
9,680
+8,005
+478% +$1.29M 0.06% 134
2023
Q1 		$276K Buy
+1,675
New +$278K 0.01% 185

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

Badgley Phelps Wealth Managers's AXP Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its American Express (AXP) stake by 0.81% in Q1 2026, selling an estimated $30.8K and leaving 11,204 shares worth $3.39M. The position accounts for 0.07% of the portfolio, ranked #146.

Badgley Phelps Wealth Managers first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.18M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Badgley Phelps Wealth Managers held 11,204 shares of American Express worth $3.39M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 92 American Express shares in Q1 2026, an estimated $30.8K.
  • American Express made up 0.07% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #146 holding.
  • Badgley Phelps Wealth Managers first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's American Express position peaked at $4.18M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.