Corient Private Wealth
AXP icon

Corient Private Wealth’s American Express AXP Stock Holding History

Corient Private Wealth’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 		$255M Sell
805,710
-997,047
-55% -$334M 0.37% 54
2025
Q4 		$511M Buy
1,802,757
+1,245,095
+223% +$446M 0.34% 55
2025
Q3 		$183M Sell
557,662
-256,453
-32% -$81.6M 0.29% 72
2025
Q2 		$260M Sell
814,115
-125,228
-13% -$35.2M 0.35% 54
2025
Q1 		$253M Sell
939,343
-112,615
-11% -$33.3M 0.41% 49
2024
Q4 		$312M Sell
1,051,958
-31,309
-3% -$9M 0.52% 36
2024
Q3 		$294M Sell
1,083,267
-31,580
-3% -$7.86M 0.46% 40
2024
Q2 		$258M Buy
1,114,847
+137
+0% +$31.7K 0.45% 41
2024
Q1 		$254M Sell
1,114,710
-63,377
-5% -$13.1M 0.45% 44
2023
Q4 		$221M Buy
1,178,087
+21,528
+2% +$3.47M 0.41% 50
2023
Q3 		$173M Buy
1,156,559
+91,348
+9% +$14.9M 0.4% 53
2023
Q2 		$186M Buy
1,065,211
+146,497
+16% +$23.6M 0.43% 51
2023
Q1 		$152M Buy
918,714
+77,325
+9% +$12.8M 0.41% 58
2022
Q4 		$124M Buy
+841,389
New +$125M 0.45% 55

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

Corient Private Wealth's AXP Position: Q1 2026 in Review

Corient Private Wealth reduced its American Express (AXP) stake by 55% in Q1 2026, selling an estimated $334M and leaving 805,710 shares worth $255M. The position accounts for 0.37% of the portfolio, ranked #54.

Corient Private Wealth first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $511M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Corient Private Wealth held 805,710 shares of American Express worth $255M as of Q1 2026.
  • Corient Private Wealth sold 997,047 American Express shares in Q1 2026, an estimated $334M.
  • American Express made up 0.37% of Corient Private Wealth's portfolio in Q1 2026, its #54 holding.
  • Corient Private Wealth first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's American Express position peaked at $511M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.