Dynasty Wealth Management’s American Express AXP Stock Holding History

Dynasty 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	$3.03M	Sell	10,014 -594	-6%	-$199K	0.03%	98
2025 Q4	$3.92M	Buy	10,608 +751	+8%	+$269K	0.04%	97
2025 Q3	$3.27M	Buy	9,857 +4,104	+71%	+$1.31M	0.04%	86
2025 Q2	$1.84M	Sell	5,753 -1,189	-17%	-$335K	0.03%	93
2025 Q1	$1.87M	Buy	6,942 +113	+2%	+$33.4K	0.03%	99
2024 Q4	$2.03M	Buy	6,829 +28	+0.4%	+$8.04K	0.04%	91
2024 Q3	$1.84M	Buy	6,801 +118	+2%	+$29.4K	0.06%	75
2024 Q2	$1.55M	Buy	6,683 +110	+2%	+$25.5K	0.05%	93
2024 Q1	$1.5M	Buy	+6,573	New	+$1.36M	0.05%	88
2018 Q4	–	Sell	-2,855	Closed	-$304K	–	12
2018 Q3	$304K	Buy	+2,855	New	+$297K	0.39%	75
2018 Q1	–	Sell	-2,811	Closed	-$279K	–	74
2017 Q4	$279K	Buy	+2,811	New	+$268K	0.48%	66

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

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

Dynasty Wealth Management reduced its American Express (AXP) stake by 5.6% in Q1 2026, selling an estimated $199K and leaving 10,014 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #98.

Dynasty Wealth Management first reported a position in AXP in Q4 2017 and has held it in 11 quarters since. The position peaked at $3.92M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Dynasty Wealth Management held 10,014 shares of American Express worth $3.03M as of Q1 2026.
Dynasty Wealth Management sold 594 American Express shares in Q1 2026, an estimated $199K.
American Express made up 0.03% of Dynasty Wealth Management's portfolio in Q1 2026, its #98 holding.
Dynasty Wealth Management first reported a position in American Express in Q4 2017 and has held it in 11 quarters since.
Dynasty Wealth Management's American Express position peaked at $3.92M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.