Encompass Wealth Advisors’s American Express AXP Stock Holding History

Encompass Wealth Advisors’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	$352K	Buy	1,164 +2	+0.2%	+$671	0.12%	73
2025 Q4	$430K	Hold	1,162	–	–	0.15%	68
2025 Q3	$386K	Hold	1,162	–	–	0.13%	80
2025 Q2	$371K	Sell	1,162 -2	-0.2%	-$563	0.14%	77
2025 Q1	$313K	Hold	1,164	–	–	0.13%	79
2024 Q4	$345K	Sell	1,164 -16	-1%	-$4.6K	0.14%	79
2024 Q3	$320K	Hold	1,180	–	–	0.08%	187
2024 Q2	$273K	Buy	1,180 +10	+0.9%	+$2.32K	0.07%	195
2024 Q1	$266K	Sell	1,170 -60	-5%	-$12.4K	0.07%	207
2023 Q4	$230K	Buy	+1,230	New	+$198K	0.07%	195
2023 Q3	–	Sell	-1,230	Closed	-$214K	–	289
2023 Q2	$214K	Hold	1,230	–	–	0.07%	194
2023 Q1	$203K	Buy	+1,230	New	+$204K	0.07%	192
2022 Q2	–	Sell	-1,230	Closed	-$230K	–	235
2022 Q1	$230K	Hold	1,230	–	–	0.06%	199
2021 Q4	$201K	Buy	+1,230	New	+$210K	0.05%	223

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

Encompass Wealth Advisors's AXP Position: Q1 2026 in Review

Encompass Wealth Advisors increased its American Express (AXP) stake by 0.17% in Q1 2026, buying an estimated $671 and bringing the position to 1,164 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #73.

Encompass Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 14 quarters since. The position peaked at $430K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Encompass Wealth Advisors held 1,164 shares of American Express worth $352K as of Q1 2026.
Encompass Wealth Advisors bought 2 American Express shares in Q1 2026, an estimated $671.
American Express made up 0.12% of Encompass Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Encompass Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 14 quarters since.
Encompass Wealth Advisors's American Express position peaked at $430K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.