Connecticut Wealth Management’s American Express AXP Stock Holding History

Connecticut 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	$685K	Buy	2,264 +27	+1%	+$9.05K	0.03%	197
2025 Q4	$828K	Buy	2,237 +8	+0.4%	+$2.86K	0.04%	175
2025 Q3	$740K	Buy	2,229 +1,014	+83%	+$323K	0.03%	182
2025 Q2	$388K	Buy	1,215 +1	+0.1%	+$281	0.02%	234
2025 Q1	$327K	Buy	1,214 +99	+9%	+$29.3K	0.02%	252
2024 Q4	$331K	Buy	1,115 +245	+28%	+$70.4K	0.02%	221
2024 Q3	$236K	Hold	870	–	–	0.01%	292
2024 Q2	$201K	Sell	870 -612	-41%	-$142K	0.01%	314
2024 Q1	$337K	Sell	1,482 -35	-2%	-$7.26K	0.02%	255
2023 Q4	$284K	Buy	1,517 +158	+12%	+$25.4K	0.02%	268
2023 Q3	$203K	Sell	1,359 -60	-4%	-$9.81K	0.01%	286
2023 Q2	$247K	Hold	1,419	–	–	0.02%	228
2023 Q1	$234K	Buy	+1,419	New	+$235K	0.02%	225
2022 Q2	–	Sell	-1,160	Closed	-$217K	–	188
2022 Q1	$217K	Buy	+1,160	New	+$209K	0.02%	180

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

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

Connecticut Wealth Management increased its American Express (AXP) stake by 1.2% in Q1 2026, buying an estimated $9.05K and bringing the position to 2,264 shares worth $685K. The position accounts for 0.03% of the portfolio, ranked #197.

Connecticut Wealth Management first reported a position in AXP in Q1 2022 and has held it in 14 quarters since. The position peaked at $828K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Connecticut Wealth Management held 2,264 shares of American Express worth $685K as of Q1 2026.
Connecticut Wealth Management bought 27 American Express shares in Q1 2026, an estimated $9.05K.
American Express made up 0.03% of Connecticut Wealth Management's portfolio in Q1 2026, its #197 holding.
Connecticut Wealth Management first reported a position in American Express in Q1 2022 and has held it in 14 quarters since.
Connecticut Wealth Management's American Express position peaked at $828K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.