Conscious Wealth Investments’s American Express AXP Stock Holding History

Conscious Wealth Investments’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	$3.68M	Sell	11,181 -38	-0.3%	-$12.7K	2.05%	28
2025 Q4	$3.98M	Sell	11,219 -743	-6%	-$266K	2.39%	21
2025 Q3	$4.31M	Sell	11,962 -128	-1%	-$40.7K	2.56%	14
2025 Q2	$3.73M	Sell	12,090 -11	-0.1%	-$3.1K	2.38%	20
2025 Q1	$3.44M	Sell	12,101 -2,447	-17%	-$723K	2.39%	19
2024 Q4	$4.55M	Sell	14,548 -223	-2%	-$64.1K	3.08%	8
2024 Q3	$4.01M	Sell	14,771 -155	-1%	-$38.6K	2.76%	9
2024 Q2	$3.68M	Sell	14,926 -9	-0.1%	-$2.08K	2.65%	8
2024 Q1	$3.26M	Buy	14,935 +323	+2%	+$67K	2.48%	11
2023 Q4	$2.75M	Buy	+14,612	New	+$2.35M	2.19%	17

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

Conscious Wealth Investments's AXP Position: Q1 2026 in Review

Conscious Wealth Investments reduced its American Express (AXP) stake by 0.34% in Q1 2026, selling an estimated $12.7K and leaving 11,181 shares worth $3.68M. The position accounts for 2.05% of the portfolio, ranked #28.

Conscious Wealth Investments first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.55M in Q4 2024. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Conscious Wealth Investments held 11,181 shares of American Express worth $3.68M as of Q1 2026.
Conscious Wealth Investments sold 38 American Express shares in Q1 2026, an estimated $12.7K.
American Express made up 2.05% of Conscious Wealth Investments's portfolio in Q1 2026, its #28 holding.
Conscious Wealth Investments first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's American Express position peaked at $4.55M in Q4 2024.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.