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BNC Wealth Management’s American Express AXP Stock Holding History

BNC 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 		$5.07M Buy
16,752
+294
+2% +$98.6K 1.41% 32
2025
Q4 		$6.09M Buy
16,458
+396
+2% +$142K 1.56% 23
2025
Q3 		$5.34M Buy
16,062
+407
+3% +$129K 1.35% 25
2025
Q2 		$4.99M Buy
15,655
+589
+4% +$166K 1.48% 22
2025
Q1 		$4.05M Buy
15,066
+162
+1% +$47.9K 1.46% 22
2024
Q4 		$4.42M Buy
14,904
+725
+5% +$208K 1.46% 23
2024
Q3 		$3.85M Buy
14,179
+602
+4% +$150K 1.42% 25
2024
Q2 		$3.14M Buy
13,577
+1,514
+13% +$351K 1.17% 29
2024
Q1 		$2.75M Buy
12,063
+263
+2% +$54.5K 1.17% 30
2023
Q4 		$2.21M Buy
11,800
+691
+6% +$111K 1.04% 32
2023
Q3 		$1.66M Buy
11,109
+242
+2% +$39.6K 0.89% 37
2023
Q2 		$1.89M Buy
10,867
+9,020
+488% +$1.46M 1% 36
2023
Q1 		$305K Sell
1,847
-476
-20% -$79K 0.17% 86
2022
Q4 		$343K Sell
2,323
-4,539
-66% -$673K 0.2% 82
2022
Q3 		$926K Sell
6,862
-457
-6% -$69.2K 0.56% 56
2022
Q2 		$1.01M Buy
7,319
+5,224
+249% +$863K 0.53% 63
2022
Q1 		$392K Buy
2,095
+164
+8% +$29.6K 0.19% 78
2021
Q4 		$316K Sell
1,931
-4,929
-72% -$841K 0.15% 87
2021
Q3 		$1.15M Buy
6,860
+1,055
+18% +$176K 0.68% 46
2021
Q2 		$959K Buy
+5,805
New +$909K 0.58% 49
2020
Q4 		– Sell
-73
Closed -$7K – 128
2020
Q3 		$7K Buy
+73
New +$7.18K ﹤0.01% 330

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

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

BNC Wealth Management increased its American Express (AXP) stake by 1.8% in Q1 2026, buying an estimated $98.6K and bringing the position to 16,752 shares worth $5.07M. The position accounts for 1.41% of the portfolio, ranked #32.

BNC Wealth Management first reported a position in AXP in Q3 2020 and has held it in 21 quarters since. The position peaked at $6.09M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • BNC Wealth Management held 16,752 shares of American Express worth $5.07M as of Q1 2026.
  • BNC Wealth Management bought 294 American Express shares in Q1 2026, an estimated $98.6K.
  • American Express made up 1.41% of BNC Wealth Management's portfolio in Q1 2026, its #32 holding.
  • BNC Wealth Management first reported a position in American Express in Q3 2020 and has held it in 21 quarters since.
  • BNC Wealth Management's American Express position peaked at $6.09M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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