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Gibbs Wealth Management’s American Express AXP Stock Holding History

Gibbs 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 		$380K Buy
1,257
+467
+59% +$157K 0.05% 350
2025
Q4 		$297K Sell
790
-89
-10% -$31.8K 0.07% 278
2025
Q3 		$292K Sell
879
-134
-13% -$42.6K 0.07% 273
2025
Q2 		$323K Buy
1,013
+139
+16% +$39.1K 0.06% 275
2025
Q1 		$235K Buy
874
+45
+5% +$13.3K 0.06% 287
2024
Q4 		$246K Buy
829
+61
+8% +$17.5K 0.07% 258
2024
Q3 		$208K Buy
+768
New +$191K 0.07% 249

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

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

Gibbs Wealth Management increased its American Express (AXP) stake by 59% in Q1 2026, buying an estimated $157K and bringing the position to 1,257 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #350.

Gibbs Wealth Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Gibbs Wealth Management held 1,257 shares of American Express worth $380K as of Q1 2026.
  • Gibbs Wealth Management bought 467 American Express shares in Q1 2026, an estimated $157K.
  • American Express made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #350 holding.
  • Gibbs Wealth Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.