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EQ Wealth Advisors’s American Express AXP Stock Holding History

EQ 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 		– Sell
-29
Closed -$10.6K – 63
2025
Q4 		$10.6K Buy
+29
New +$10.4K 0.01% 154
2025
Q3 		– Sell
-16
Closed -$4.98K – 65
2025
Q2 		$4.98K Sell
16
-199
-93% -$56K ﹤0.01% 159
2025
Q1 		$57.8K Buy
+215
New +$63.5K 0.05% 79

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EQ Wealth Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 29 shares — an estimated $10.6K sold.

EQ Wealth Advisors first reported a position in AXP in Q1 2025 and held it in 3 quarters. The position peaked at $57.8K in Q1 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • EQ Wealth Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 29 American Express shares in Q1 2026, an estimated $10.6K.
  • EQ Wealth Advisors first reported a position in American Express in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's American Express position peaked at $57.8K in Q1 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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