Flagship Private Wealth’s American Express AXP Stock Holding History

Flagship Private Wealth’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	$542K	Sell	1,791 -15	-0.8%	-$5.03K	0.22%	64
2025 Q4	$668K	Hold	1,806	–	–	0.26%	59
2025 Q3	$600K	Hold	1,806	–	–	0.24%	59
2025 Q2	$576K	Buy	1,806 +1	+0.1%	+$281	0.24%	55
2025 Q1	$486K	Sell	1,805 -301	-14%	-$89K	0.23%	59
2024 Q4	$625K	Hold	2,106	–	–	0.3%	55
2024 Q3	$571K	Hold	2,106	–	–	0.29%	58
2024 Q2	$488K	Buy	2,106 +80	+4%	+$18.5K	0.29%	57
2024 Q1	$461K	Buy	2,026 +301	+17%	+$62.4K	0.3%	57
2023 Q4	$323K	Hold	1,725	–	–	0.25%	64
2023 Q3	$257K	Buy	1,725 +71	+4%	+$11.6K	0.23%	63
2023 Q2	$288K	Hold	1,654	–	–	0.24%	64
2023 Q1	$273K	Hold	1,654	–	–	0.24%	64
2022 Q4	$244K	Hold	1,654	–	–	0.23%	62
2022 Q3	$223K	Hold	1,654	–	–	0.23%	63
2022 Q2	$229K	Hold	1,654	–	–	0.22%	64
2022 Q1	$309K	Hold	1,654	–	–	0.25%	61
2021 Q4	$271K	Hold	1,654	–	–	0.2%	67
2021 Q3	$277K	Buy	1,654 +1	+0.1%	+$167	0.22%	64
2021 Q2	$283K	Hold	1,653	–	–	0.22%	64
2021 Q1	$242K	Sell	1,653 -1	-0.1%	-$132	0.2%	65
2020 Q4	$189K	Buy	+1,654	New	+$183K	0.18%	66

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

Flagship Private Wealth's AXP Position: Q1 2026 in Review

Flagship Private Wealth reduced its American Express (AXP) stake by 0.83% in Q1 2026, selling an estimated $5.03K and leaving 1,791 shares worth $542K. The position accounts for 0.22% of the portfolio, ranked #64.

Flagship Private Wealth first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $668K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Flagship Private Wealth held 1,791 shares of American Express worth $542K as of Q1 2026.
Flagship Private Wealth sold 15 American Express shares in Q1 2026, an estimated $5.03K.
American Express made up 0.22% of Flagship Private Wealth's portfolio in Q1 2026, its #64 holding.
Flagship Private Wealth first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Flagship Private Wealth's American Express position peaked at $668K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Flagship Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.