BlueStem Wealth Partners’s American Express AXP Stock Holding History

BlueStem Wealth Partners’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	$244K	Sell	808 -18	-2%	-$6.04K	0.03%	111
2025 Q4	$306K	Buy	826 +35	+4%	+$12.5K	0.03%	97
2025 Q3	$263K	Buy	791 +33	+4%	+$10.5K	0.03%	103
2025 Q2	$242K	Buy	+758	New	+$213K	0.03%	99
2025 Q1	–	Sell	-709	Closed	-$210K	–	104
2024 Q4	$210K	Buy	+709	New	+$204K	0.03%	98

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

BlueStem Wealth Partners's AXP Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its American Express (AXP) stake by 2.2% in Q1 2026, selling an estimated $6.04K and leaving 808 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #111.

BlueStem Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $306K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

BlueStem Wealth Partners held 808 shares of American Express worth $244K as of Q1 2026.
BlueStem Wealth Partners sold 18 American Express shares in Q1 2026, an estimated $6.04K.
American Express made up 0.03% of BlueStem Wealth Partners's portfolio in Q1 2026, its #111 holding.
BlueStem Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
BlueStem Wealth Partners's American Express position peaked at $306K in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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