FGWP
AXP icon

Founders Grove Wealth Partners’s American Express AXP Stock Holding History

Founders Grove Wealth Partners’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 		$363K Sell
1,201
-138
-10% -$46.3K 0.08% 119
2025
Q4 		$495K Buy
1,339
+78
+6% +$27.9K 0.11% 102
2025
Q3 		$419K Buy
1,261
+184
+17% +$58.5K 0.1% 106
2025
Q2 		$344K Buy
1,077
+72
+7% +$20.3K 0.09% 109
2025
Q1 		$270K Hold
1,005
– – 0.08% 102
2024
Q4 		$298K Buy
+1,005
New +$289K 0.09% 100

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

Founders Grove Wealth Partners's AXP Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its American Express (AXP) stake by 10% in Q1 2026, selling an estimated $46.3K and leaving 1,201 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #119.

Founders Grove Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $495K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Founders Grove Wealth Partners held 1,201 shares of American Express worth $363K as of Q1 2026.
  • Founders Grove Wealth Partners sold 138 American Express shares in Q1 2026, an estimated $46.3K.
  • American Express made up 0.08% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #119 holding.
  • Founders Grove Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's American Express position peaked at $495K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.