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BCS Private Wealth Management’s American Express AXP Stock Holding History

BCS Private 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 		$3.61M Buy
11,942
+3,292
+38% +$1.1M 1.1% 26
2025
Q4 		$3.2M Sell
8,650
-671
-7% -$240K 1.09% 28
2025
Q3 		$3.1M Sell
9,321
-500
-5% -$159K 1.11% 27
2025
Q2 		$3.13M Buy
+9,821
New +$2.76M 1.18% 25

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

BCS Private Wealth Management's AXP Position: Q1 2026 in Review

BCS Private Wealth Management increased its American Express (AXP) stake by 38% in Q1 2026, buying an estimated $1.1M and bringing the position to 11,942 shares worth $3.61M. The position accounts for 1.1% of the portfolio, ranked #26.

BCS Private Wealth Management first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • BCS Private Wealth Management held 11,942 shares of American Express worth $3.61M as of Q1 2026.
  • BCS Private Wealth Management bought 3,292 American Express shares in Q1 2026, an estimated $1.1M.
  • American Express made up 1.1% of BCS Private Wealth Management's portfolio in Q1 2026, its #26 holding.
  • BCS Private Wealth Management first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.