DWM
AXP icon

Diversify Wealth Management’s American Express AXP Stock Holding History

Diversify 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 		$8.33M Buy
26,404
+14,342
+119% +$4.81M 0.15% 150
2025
Q4 		$4.32M Sell
12,062
-266
-2% -$95.2K 0.2% 134
2025
Q3 		$4.46M Buy
12,328
+545
+5% +$173K 0.26% 112
2025
Q2 		$3.57M Buy
11,783
+433
+4% +$122K 0.22% 131
2025
Q1 		$3.03M Buy
11,350
+277
+3% +$81.9K 0.23% 126
2024
Q4 		$3.25M Buy
11,073
+12
+0.1% +$3.45K 0.25% 111
2024
Q3 		$3M Sell
11,061
-4,501
-29% -$1.12M 0.29% 89
2024
Q2 		$3.52M Buy
+15,562
New +$3.6M 0.44% 51

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

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

Diversify Wealth Management increased its American Express (AXP) stake by 119% in Q1 2026, buying an estimated $4.81M and bringing the position to 26,404 shares worth $8.33M. The position accounts for 0.15% of the portfolio, ranked #150.

Diversify Wealth Management first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Diversify Wealth Management held 26,404 shares of American Express worth $8.33M as of Q1 2026.
  • Diversify Wealth Management bought 14,342 American Express shares in Q1 2026, an estimated $4.81M.
  • American Express made up 0.15% of Diversify Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Diversify Wealth Management first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.