FMB Wealth Management’s American Express AXP Stock Holding History

FMB 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	–	Sell	-589	Closed	-$218K	–	75
2025 Q4	$218K	Sell	589 -57	-9%	-$20.4K	0.09%	87
2025 Q3	$215K	Hold	646	–	–	0.09%	83
2025 Q2	$206K	Buy	+646	New	+$182K	0.1%	80
2023 Q1	–	Sell	-1,384	Closed	-$204K	–	53
2022 Q4	$204K	Buy	+1,384	New	+$205K	0.26%	51

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

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

FMB Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 589 shares — an estimated $218K sold.

FMB Wealth Management first reported a position in AXP in Q4 2022 and held it in 4 quarters. The position peaked at $218K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

FMB Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 589 American Express shares in Q1 2026, an estimated $218K.
FMB Wealth Management first reported a position in American Express in Q4 2022 and held it in 4 quarters.
FMB Wealth Management's American Express position peaked at $218K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.