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Dakota Wealth Management’s American Express AXP Stock Holding History

Dakota 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 		$1.8M Sell
5,948
-1,528
-20% -$512K 0.04% 299
2025
Q4 		$2.77M Sell
7,476
-7,422
-50% -$2.66M 0.05% 244
2025
Q3 		$4.95M Sell
14,898
-1,081
-7% -$344K 0.1% 157
2025
Q2 		$5.1M Buy
15,979
+352
+2% +$99.1K 0.11% 156
2025
Q1 		$4.2M Sell
15,627
-728
-4% -$215K 0.1% 169
2024
Q4 		$4.85M Sell
16,355
-1,502
-8% -$432K 0.11% 156
2024
Q3 		$4.84M Sell
17,857
-263
-1% -$65.5K 0.11% 165
2024
Q2 		$4.2M Buy
18,120
+68
+0.4% +$15.7K 0.1% 179
2024
Q1 		$4.11M Buy
18,052
+13,489
+296% +$2.8M 0.1% 177
2023
Q4 		$855K Buy
4,563
+332
+8% +$53.4K 0.03% 335
2023
Q3 		$631K Sell
4,231
-860
-17% -$141K 0.03% 358
2023
Q2 		$887K Buy
5,091
+542
+12% +$87.5K 0.04% 271
2023
Q1 		$750K Sell
4,549
-3,397
-43% -$564K 0.05% 281
2022
Q4 		$1.17M Sell
7,946
-191
-2% -$28.3K 0.08% 206
2022
Q3 		$1.1M Sell
8,137
-346
-4% -$52.4K 0.09% 205
2022
Q2 		$1.18M Sell
8,483
-992
-10% -$164K 0.11% 173
2022
Q1 		$1.77M Buy
9,475
+1,472
+18% +$266K 0.14% 159
2021
Q4 		$1.31M Sell
8,003
-132
-2% -$22.5K 0.14% 140
2021
Q3 		$1.36M Sell
8,135
-2,535
-24% -$424K 0.16% 143
2021
Q2 		$1.76M Buy
10,670
+525
+5% +$82.2K 0.21% 115
2021
Q1 		$1.44M Buy
+10,145
New +$1.34M 0.19% 118

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

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

Dakota Wealth Management reduced its American Express (AXP) stake by 20% in Q1 2026, selling an estimated $512K and leaving 5,948 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #299.

Dakota Wealth Management first reported a position in AXP in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.1M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Dakota Wealth Management held 5,948 shares of American Express worth $1.8M as of Q1 2026.
  • Dakota Wealth Management sold 1,528 American Express shares in Q1 2026, an estimated $512K.
  • American Express made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Dakota Wealth Management first reported a position in American Express in Q1 2021 and has held it in 21 quarters since.
  • Dakota Wealth Management's American Express position peaked at $5.1M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.