Bernard Wealth Management’s American Express AXP Stock Holding History

Bernard 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	$111K	Hold	367	–	–	0.05%	93
2025 Q4	$136K	Hold	367	–	–	0.06%	78
2025 Q3	$122K	Hold	367	–	–	0.05%	81
2025 Q2	$117K	Sell	367 -3	-0.8%	-$844	0.05%	81
2025 Q1	$99.5K	Buy	370 +3	+0.8%	+$887	0.05%	84
2024 Q4	$109K	Buy	+367	New	+$105K	0.05%	78

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

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

Bernard Wealth Management held its American Express (AXP) position steady in Q1 2026 at 367 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #93.

Bernard Wealth Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $136K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bernard Wealth Management held 367 shares of American Express worth $111K as of Q1 2026.
Bernard Wealth Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #93 holding.
Bernard Wealth Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Bernard Wealth Management's American Express position peaked at $136K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.