Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Express AXP Stock Holding History

Carson Wealth (CWM LLC)’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 		$12.1M Buy
40,121
+1,801
+5% +$604K 0.03% 477
2025
Q4 		$14.2M Buy
38,320
+5,985
+19% +$2.14M 0.04% 413
2025
Q3 		$10.7M Buy
32,335
+1,521
+5% +$484K 0.03% 445
2025
Q2 		$9.83M Buy
30,814
+462
+2% +$130K 0.03% 393
2025
Q1 		$8.17M Buy
30,352
+553
+2% +$163K 0.03% 395
2024
Q4 		$8.84M Buy
29,799
+6,816
+30% +$1.96M 0.04% 343
2024
Q3 		$6.23M Buy
22,983
+1,857
+9% +$462K 0.03% 403
2024
Q2 		$4.89M Buy
21,126
+224
+1% +$51.9K 0.02% 424
2024
Q1 		$4.76M Buy
20,902
+1,799
+9% +$373K 0.02% 428
2023
Q4 		$3.58M Buy
19,103
+137
+0.7% +$22.1K 0.02% 457
2023
Q3 		$2.83M Buy
18,966
+1,077
+6% +$176K 0.02% 470
2023
Q2 		$3.12M Buy
17,889
+1,273
+8% +$205K 0.02% 439
2023
Q1 		$2.74M Buy
16,616
+3,324
+25% +$551K 0.02% 432
2022
Q4 		$1.96M Buy
13,292
+4,605
+53% +$682K 0.01% 452
2022
Q3 		$1.17M Buy
8,687
+2,310
+36% +$350K 0.01% 521
2022
Q2 		$884K Sell
6,377
-439
-6% -$72.5K 0.01% 588
2022
Q1 		$1.27M Buy
6,816
+1,684
+33% +$304K 0.01% 506
2021
Q4 		$840K Buy
+5,132
New +$875K 0.01% 614
2021
Q2 		$531K Hold
3,212
– – ﹤0.01% 666
2021
Q1 		$531K Hold
3,212
– – ﹤0.01% 666
2020
Q4 		$531K Hold
3,212
– – ﹤0.01% 666
2020
Q3 		$531K Hold
3,212
– – ﹤0.01% 666
2020
Q2 		$531K Hold
3,212
– – ﹤0.01% 666
2020
Q1 		$531K Hold
3,212
– – ﹤0.01% 666
2019
Q4 		$531K Hold
3,212
– – ﹤0.01% 666
2019
Q3 		$531K Hold
3,212
– – ﹤0.01% 666
2019
Q2 		$531K Hold
3,212
– – ﹤0.01% 666
2019
Q1 		$531K Buy
3,212
+1,223
+61% +$129K ﹤0.01% 666
2018
Q4 		$190K Buy
1,989
+634
+47% +$66.3K ﹤0.01% 609
2018
Q3 		$144K Buy
1,355
+259
+24% +$26.9K ﹤0.01% 567
2018
Q2 		$107K Buy
1,096
+298
+37% +$29.3K ﹤0.01% 510
2018
Q1 		$74K Buy
798
+65
+9% +$6.3K ﹤0.01% 493
2017
Q4 		$73K Sell
733
-71
-9% -$6.76K ﹤0.01% 466
2017
Q3 		$73K Buy
804
+414
+106% +$35.6K ﹤0.01% 452
2017
Q2 		$33K Buy
390
+272
+231% +$21.5K ﹤0.01% 544
2017
Q1 		$9K Sell
118
-10
-8% -$782 ﹤0.01% 767
2016
Q4 		$9K Sell
128
-211
-62% -$14.6K ﹤0.01% 745
2016
Q3 		$22K Buy
339
+308
+994% +$19.8K ﹤0.01% 540
2016
Q2 		$2K Hold
31
– – ﹤0.01% 703
2016
Q1 		$2K Buy
31
+21
+210% +$1.22K ﹤0.01% 673
2015
Q4 		$1K Buy
+10
New +$728 ﹤0.01% 628
2014
Q1 		– Sell
-1,816
Closed -$165K – 172
2013
Q4 		$165K Buy
1,816
+1,164
+179% +$95.6K 0.03% 169
2013
Q3 		$49K Buy
+652
New +$49.1K 0.01% 188

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s AXP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its American Express (AXP) stake by 4.7% in Q1 2026, buying an estimated $604K and bringing the position to 40,121 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #477.

Carson Wealth (CWM LLC) first reported a position in AXP in Q3 2013 and has held it in 43 quarters since. The position peaked at $14.2M in Q4 2025. 2,898 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,121 shares of American Express worth $12.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,801 American Express shares in Q1 2026, an estimated $604K.
  • American Express made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #477 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Express in Q3 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s American Express position peaked at $14.2M in Q4 2025.
  • 2,898 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.