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Garrett Wealth Advisory Group’s American Express AXP Stock Holding History

Garrett Wealth Advisory Group’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 		$230K Buy
+759
New +$254K 0.04% 125
2019
Q4 		– Sell
-229
Closed -$27.1K – 107
2019
Q3 		$27.1K Buy
+229
New +$28.1K 0.02% 179

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

Garrett Wealth Advisory Group's AXP Position: Q1 2026 in Review

Garrett Wealth Advisory Group opened a new position in American Express (AXP) in Q1 2026: 759 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings. This is a return to the name: Garrett Wealth Advisory Group previously reported a position in AXP as recently as Q3 2019.

Garrett Wealth Advisory Group first reported a position in AXP in Q3 2019 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Garrett Wealth Advisory Group held 759 shares of American Express worth $230K as of Q1 2026.
  • American Express was a new Garrett Wealth Advisory Group position in Q1 2026.
  • American Express made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #125 holding.
  • Garrett Wealth Advisory Group first reported a position in American Express in Q3 2019 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.