DWP
AXP icon

Daymark Wealth Partners’s American Express AXP Stock Holding History

Daymark Wealth Partners’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 		$3.49M Buy
11,526
+276
+2% +$92.5K 0.11% 152
2025
Q4 		$4.16M Sell
11,250
-158
-1% -$56.5K 0.13% 129
2025
Q3 		$3.79M Buy
11,408
+4,730
+71% +$1.5M 0.13% 137
2025
Q2 		$2.13M Buy
6,678
+260
+4% +$73.2K 0.08% 175
2025
Q1 		$1.73M Sell
6,418
-94,974
-94% -$28.1M 0.07% 184
2024
Q4 		$1.99M Buy
101,392
+105
+0.1% +$30.2K 0.08% 167
2024
Q3 		$1.8M Buy
101,287
+356
+0.4% +$88.6K 0.08% 178
2024
Q2 		$1.47M Buy
100,931
+664
+0.7% +$154K 0.07% 186
2024
Q1 		$1.29M Sell
100,267
-66
-0.1% -$13.7K 0.07% 171
2023
Q4 		$1.09M Sell
100,333
-671
-0.7% -$108K 0.07% 179
2023
Q3 		$991K Buy
101,004
+95,447
+1,718% +$15.6M 0.07% 172
2023
Q2 		$968K Buy
+5,557
New +$897K 0.07% 173

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

Daymark Wealth Partners's AXP Position: Q1 2026 in Review

Daymark Wealth Partners increased its American Express (AXP) stake by 2.5% in Q1 2026, buying an estimated $92.5K and bringing the position to 11,526 shares worth $3.49M. The position accounts for 0.11% of the portfolio, ranked #152.

Daymark Wealth Partners first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.16M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Daymark Wealth Partners held 11,526 shares of American Express worth $3.49M as of Q1 2026.
  • Daymark Wealth Partners bought 276 American Express shares in Q1 2026, an estimated $92.5K.
  • American Express made up 0.11% of Daymark Wealth Partners's portfolio in Q1 2026, its #152 holding.
  • Daymark Wealth Partners first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's American Express position peaked at $4.16M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.