Correct Capital Wealth Management’s American Express AXP Stock Holding History

Correct Capital 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	$225K	Buy	745 +45	+6%	+$15.1K	0.04%	103
2025 Q4	$259K	Hold	700	–	–	0.05%	101
2025 Q3	$233K	Hold	700	–	–	0.04%	109
2025 Q2	$223K	Sell	700 -296	-30%	-$83.3K	0.03%	107
2025 Q1	$268K	Hold	996	–	–	0.04%	98
2024 Q4	$296K	Buy	996 +164	+20%	+$47.1K	0.06%	97
2024 Q3	$226K	Buy	+832	New	+$207K	0.05%	112

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

Correct Capital Wealth Management's AXP Position: Q1 2026 in Review

Correct Capital Wealth Management increased its American Express (AXP) stake by 6.4% in Q1 2026, buying an estimated $15.1K and bringing the position to 745 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #103.

Correct Capital Wealth Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $296K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Correct Capital Wealth Management held 745 shares of American Express worth $225K as of Q1 2026.
Correct Capital Wealth Management bought 45 American Express shares in Q1 2026, an estimated $15.1K.
American Express made up 0.04% of Correct Capital Wealth Management's portfolio in Q1 2026, its #103 holding.
Correct Capital Wealth Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Correct Capital Wealth Management's American Express position peaked at $296K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.