Gateway Wealth Partners’s American Express AXP Stock Holding History

Gateway 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	$2.64M	Buy	8,734 +7,335	+524%	+$2.46M	0.1%	214
2025 Q4	$518K	Buy	1,399 +249	+22%	+$89.1K	0.06%	269
2025 Q3	$382K	Buy	1,150 +66	+6%	+$21K	0.05%	280
2025 Q2	$346K	Sell	1,084 -13	-1%	-$3.66K	0.07%	255
2025 Q1	$295K	Hold	1,097	–	–	0.07%	254
2024 Q4	$326K	Buy	+1,097	New	+$315K	0.08%	220

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

Gateway Wealth Partners's AXP Position: Q1 2026 in Review

Gateway Wealth Partners increased its American Express (AXP) stake by 524% in Q1 2026, buying an estimated $2.46M and bringing the position to 8,734 shares worth $2.64M. The position accounts for 0.1% of the portfolio, ranked #214.

Gateway Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Gateway Wealth Partners held 8,734 shares of American Express worth $2.64M as of Q1 2026.
Gateway Wealth Partners bought 7,335 American Express shares in Q1 2026, an estimated $2.46M.
American Express made up 0.1% of Gateway Wealth Partners's portfolio in Q1 2026, its #214 holding.
Gateway Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.