FWI
AXP icon

Facet Wealth Inc’s American Express AXP Stock Holding History

Facet Wealth Inc’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 		$847K Buy
2,802
+550
+24% +$184K 0.01% 115
2025
Q4 		$804K Buy
2,252
+725
+47% +$259K 0.01% 112
2025
Q3 		$507K Buy
1,527
+399
+35% +$127K 0.01% 115
2025
Q2 		$338K Buy
+1,128
New +$317K 0.01% 118
2025
Q1 		– Sell
-717
Closed -$227K – 138
2024
Q4 		$227K Buy
+717
New +$206K 0.01% 131

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

Facet Wealth Inc's AXP Position: Q1 2026 in Review

Facet Wealth Inc increased its American Express (AXP) stake by 24% in Q1 2026, buying an estimated $184K and bringing the position to 2,802 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #115.

Facet Wealth Inc first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Facet Wealth Inc held 2,802 shares of American Express worth $847K as of Q1 2026.
  • Facet Wealth Inc bought 550 American Express shares in Q1 2026, an estimated $184K.
  • American Express made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #115 holding.
  • Facet Wealth Inc first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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