Destination Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-400
Closed -$28.8K 331
2025
Q4
$28.8K Hold
400
﹤0.01% 299
2025
Q3
$19.4K Buy
+400
New +$127K ﹤0.01% 278

Other funds holding AXP

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

Destination Wealth Management increased its American Express (AXP) stake by 1% in Q1 2026, buying an estimated $356K and bringing the position to 105,338 shares worth $31.9M. The position accounts for 0.83% of the portfolio, ranked #39.

Destination Wealth Management first reported a position in AXP in Q2 2015 and has held it in 31 quarters since. The position peaked at $38.6M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Destination Wealth Management held 105,338 shares of American Express worth $31.9M as of Q1 2026.
  • Destination Wealth Management bought 1,061 American Express shares in Q1 2026, an estimated $356K.
  • American Express made up 0.83% of Destination Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Destination Wealth Management first reported a position in American Express in Q2 2015 and has held it in 31 quarters since.
  • Destination Wealth Management's American Express position peaked at $38.6M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.