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Consultiva Wealth Management’s American Express AXP Stock Holding History

Consultiva 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 		$684K Hold
2,262
– – 1.98% 10
2025
Q4 		$837K Sell
2,262
-120
-5% -$42.9K 2.35% 9
2025
Q3 		$791K Hold
2,382
– – 2.22% 10
2025
Q2 		$760K Hold
2,382
– – 2.34% 9
2025
Q1 		$641K Buy
2,382
+2,262
+1,885% +$669K 2.2% 9
2024
Q4 		$35.6K Buy
+120
New +$34.5K 0.18% 66

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

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

Consultiva Wealth Management held its American Express (AXP) position steady in Q1 2026 at 2,262 shares worth $684K. The position accounts for 1.98% of the portfolio, ranked #10.

Consultiva Wealth Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $837K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Consultiva Wealth Management held 2,262 shares of American Express worth $684K as of Q1 2026.
  • Consultiva Wealth Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 1.98% of Consultiva Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Consultiva Wealth Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's American Express position peaked at $837K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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