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Crusonia Wealth Advisors’s American Express AXP Stock Holding History

Crusonia Wealth Advisors’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 		$485K Buy
1,605
+59
+4% +$19.8K 0.1% 124
2025
Q4 		$572K Buy
+1,546
New +$553K 0.13% 104

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

Crusonia Wealth Advisors's AXP Position: Q1 2026 in Review

Crusonia Wealth Advisors increased its American Express (AXP) stake by 3.8% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,605 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #124.

Crusonia Wealth Advisors first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $572K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Crusonia Wealth Advisors held 1,605 shares of American Express worth $485K as of Q1 2026.
  • Crusonia Wealth Advisors bought 59 American Express shares in Q1 2026, an estimated $19.8K.
  • American Express made up 0.1% of Crusonia Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Crusonia Wealth Advisors first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Crusonia Wealth Advisors's American Express position peaked at $572K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.