Elwood & Goetz Wealth Advisory Group’s American Express AXP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$614K	Sell	2,031 -30	-1%	-$10.1K	0.1%	61
2025 Q4	$762K	Sell	2,061 -23	-1%	-$8.23K	0.13%	49
2025 Q3	$692K	Buy	2,084 +653	+46%	+$208K	0.13%	50
2025 Q2	$456K	Buy	1,431 +315	+28%	+$88.7K	0.1%	61
2025 Q1	$300K	Hold	1,116	–	–	0.07%	74
2024 Q4	$331K	Hold	1,116	–	–	0.08%	71
2024 Q3	$303K	Buy	+1,116	New	+$278K	0.07%	73

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

Elwood & Goetz Wealth Advisory Group's AXP Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $10.1K and leaving 2,031 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #61.

Elwood & Goetz Wealth Advisory Group first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $762K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 2,031 shares of American Express worth $614K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 30 American Express shares in Q1 2026, an estimated $10.1K.
American Express made up 0.1% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #61 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Elwood & Goetz Wealth Advisory Group's American Express position peaked at $762K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.