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Consilium Wealth Advisory’s American Express AXP Stock Holding History

Consilium Wealth Advisory’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 		$229K Sell
758
-20
-3% -$6.71K 0.08% 95
2025
Q4 		$288K Hold
778
– – 0.11% 83
2025
Q3 		$258K Hold
778
– – 0.1% 87
2025
Q2 		$248K Hold
778
– – 0.1% 89
2025
Q1 		$209K Sell
778
-41
-5% -$12.1K 0.1% 85
2024
Q4 		$243K Hold
819
– – 0.12% 85
2024
Q3 		$222K Buy
+819
New +$204K 0.12% 84

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

Consilium Wealth Advisory's AXP Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its American Express (AXP) stake by 2.6% in Q1 2026, selling an estimated $6.71K and leaving 758 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #95.

Consilium Wealth Advisory first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $288K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Consilium Wealth Advisory held 758 shares of American Express worth $229K as of Q1 2026.
  • Consilium Wealth Advisory sold 20 American Express shares in Q1 2026, an estimated $6.71K.
  • American Express made up 0.08% of Consilium Wealth Advisory's portfolio in Q1 2026, its #95 holding.
  • Consilium Wealth Advisory first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Consilium Wealth Advisory's American Express position peaked at $288K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.