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EPG Wealth Management’s American Express AXP Stock Holding History

EPG 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 		$294K Buy
974
+1
+0.1% +$335 0.08% 162
2025
Q4 		$360K Buy
973
+1
+0.1% +$358 0.1% 154
2025
Q3 		$323K Buy
972
+2
+0.2% +$636 0.09% 159
2025
Q2 		$310K Sell
970
-391
-29% -$110K 0.09% 159
2025
Q1 		$366K Buy
1,361
+121
+10% +$35.8K 0.1% 180
2024
Q4 		$368K Sell
1,240
-65
-5% -$18.7K 0.1% 179
2024
Q3 		$354K Buy
+1,305
New +$325K 0.09% 186
2024
Q2 		– Sell
-1,472
Closed -$341K – 203
2024
Q1 		$335K Hold
1,472
– – 0.08% 204
2023
Q4 		$309K Sell
1,472
-105
-7% -$16.9K 0.08% 201
2023
Q3 		$235K Buy
1,577
+2
+0.1% +$327 0.07% 219
2023
Q2 		$274K Sell
1,575
-37
-2% -$5.97K 0.08% 199
2023
Q1 		$266K Buy
+1,612
New +$267K 0.08% 197
2022
Q2 		– Sell
-1,402
Closed -$262K – 225
2022
Q1 		$262K Sell
1,402
-1,105
-44% -$200K 0.09% 192
2021
Q4 		$410K Buy
2,507
+250
+11% +$42.6K 0.14% 133
2021
Q3 		$378K Sell
2,257
-45
-2% -$7.52K 0.15% 135
2021
Q2 		$380K Sell
2,302
-198
-8% -$31K 0.16% 129
2021
Q1 		$354K Buy
2,500
+7
+0.3% +$925 0.17% 121
2020
Q4 		$301K Sell
2,493
-162
-6% -$17.9K 0.18% 110
2020
Q3 		$266K Sell
2,655
-753
-22% -$74.1K 0.2% 100
2020
Q2 		$324K Buy
3,408
+1,653
+94% +$152K 0.23% 99
2020
Q1 		$150K Buy
1,755
+1,312
+296% +$153K 0.11% 144
2019
Q4 		$55K Buy
+443
New +$52.9K 0.04% 225

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

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

EPG Wealth Management increased its American Express (AXP) stake by 0.1% in Q1 2026, buying an estimated $335 and bringing the position to 974 shares worth $294K. The position accounts for 0.08% of the portfolio, ranked #162.

EPG Wealth Management first reported a position in AXP in Q4 2019 and has held it in 22 quarters since. The position peaked at $410K in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • EPG Wealth Management held 974 shares of American Express worth $294K as of Q1 2026.
  • EPG Wealth Management bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.08% of EPG Wealth Management's portfolio in Q1 2026, its #162 holding.
  • EPG Wealth Management first reported a position in American Express in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's American Express position peaked at $410K in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.