Defined Wealth Management’s American Express AXP Stock Holding History

Defined 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	$1.04M	Sell	3,444 -8	-0.2%	-$2.68K	0.61%	45
2025 Q4	$1.28M	Buy	3,452 +19	+0.6%	+$6.8K	0.74%	34
2025 Q3	$1.14M	Buy	3,433 +5	+0.1%	+$1.59K	0.66%	44
2025 Q2	$1.09M	Buy	3,428 +4	+0.1%	+$1.13K	0.68%	42
2025 Q1	$921K	Buy	3,424 +11	+0.3%	+$3.25K	0.62%	47
2024 Q4	$1.01M	Buy	3,413 +8	+0.2%	+$2.3K	0.67%	40
2024 Q3	$923K	Buy	3,405 +46	+1%	+$11.5K	0.6%	43
2024 Q2	$778K	Buy	3,359 +12	+0.4%	+$2.78K	0.54%	45
2024 Q1	$762K	Sell	3,347 -82	-2%	-$17K	0.55%	48
2023 Q4	$642K	Sell	3,429 -2	-0.1%	-$322	0.49%	51
2023 Q3	$512K	Buy	3,431 +17	+0.5%	+$2.78K	0.44%	62
2023 Q2	$595K	Sell	3,414 -30	-0.9%	-$4.84K	0.5%	53
2023 Q1	$568K	Hold	3,444	–	–	0.53%	51
2022 Q4	$509K	Hold	3,444	–	–	0.48%	56
2022 Q3	$465K	Hold	3,444	–	–	0.51%	48
2022 Q2	$477K	Hold	3,444	–	–	0.49%	53
2022 Q1	$644K	Hold	3,444	–	–	0.57%	39
2021 Q4	$563K	Hold	3,444	–	–	0.46%	49
2021 Q3	$577K	Buy	3,444 +28	+0.8%	+$4.68K	0.51%	45
2021 Q2	$564K	Hold	3,416	–	–	0.5%	42
2021 Q1	$483K	Hold	3,416	–	–	0.46%	45
2020 Q4	$413K	Buy	+3,416	New	+$378K	0.41%	59

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

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

Defined Wealth Management reduced its American Express (AXP) stake by 0.23% in Q1 2026, selling an estimated $2.68K and leaving 3,444 shares worth $1.04M. The position accounts for 0.61% of the portfolio, ranked #45.

Defined Wealth Management first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Defined Wealth Management held 3,444 shares of American Express worth $1.04M as of Q1 2026.
Defined Wealth Management sold 8 American Express shares in Q1 2026, an estimated $2.68K.
American Express made up 0.61% of Defined Wealth Management's portfolio in Q1 2026, its #45 holding.
Defined Wealth Management first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's American Express position peaked at $1.28M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.