Exencial Wealth Advisors’s American Express AXP Stock Holding History

Exencial 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	$467K	Buy	1,544 +114	+8%	+$38.2K	0.01%	409
2025 Q4	$529K	Sell	1,430 -110	-7%	-$39.4K	0.02%	381
2025 Q3	$512K	Sell	1,540 -118	-7%	-$37.5K	0.02%	367
2025 Q2	$529K	Sell	1,658 -6	-0.4%	-$1.69K	0.02%	361
2025 Q1	$448K	Buy	1,664 +110	+7%	+$32.5K	0.02%	379
2024 Q4	$461K	Sell	1,554 -174	-10%	-$50K	0.02%	379
2024 Q3	$469K	Sell	1,728 -58	-3%	-$14.4K	0.02%	369
2024 Q2	$414K	Sell	1,786 -110	-6%	-$25.5K	0.02%	382
2024 Q1	$432K	Sell	1,896 -55	-3%	-$11.4K	0.02%	380
2023 Q4	$366K	Buy	+1,951	New	+$314K	0.01%	398
2022 Q2	–	Sell	-1,132	Closed	-$212K	–	422
2022 Q1	$212K	Buy	+1,132	New	+$204K	0.01%	424
2017 Q1	–	Sell	-5,634	Closed	-$417K	–	155
2016 Q4	$417K	Hold	5,634	–	–	0.18%	108
2016 Q3	$374K	Buy	+5,634	New	+$362K	0.17%	112

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

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

Exencial Wealth Advisors increased its American Express (AXP) stake by 8% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,544 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #409.

Exencial Wealth Advisors first reported a position in AXP in Q3 2016 and has held it in 13 quarters since. The position peaked at $529K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Exencial Wealth Advisors held 1,544 shares of American Express worth $467K as of Q1 2026.
Exencial Wealth Advisors bought 114 American Express shares in Q1 2026, an estimated $38.2K.
American Express made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #409 holding.
Exencial Wealth Advisors first reported a position in American Express in Q3 2016 and has held it in 13 quarters since.
Exencial Wealth Advisors's American Express position peaked at $529K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.