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Guardian Wealth Advisors (North Carolina)’s American Express AXP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$872K Buy
2,882
+19
+0.7% +$6.37K 0.05% 165
2025
Q4 		$1.06M Buy
2,863
+7
+0.2% +$2.5K 0.07% 150
2025
Q3 		$949K Buy
2,856
+70
+3% +$22.3K 0.06% 152
2025
Q2 		$889K Sell
2,786
-23
-0.8% -$6.47K 0.06% 149
2025
Q1 		$756K Buy
2,809
+14
+0.5% +$4.14K 0.06% 151
2024
Q4 		$830K Buy
2,795
+42
+2% +$12.1K 0.07% 149
2024
Q3 		$747K Buy
2,753
+5
+0.2% +$1.25K 0.08% 129
2024
Q2 		$636K Sell
2,748
-3
-0.1% -$695 0.07% 131
2024
Q1 		$626K Buy
2,751
+77
+3% +$16K 0.08% 134
2023
Q4 		$501K Sell
2,674
-952
-26% -$153K 0.08% 135
2023
Q3 		$541K Buy
3,626
+513
+16% +$83.9K 0.09% 116
2023
Q2 		$542K Buy
3,113
+109
+4% +$17.6K 0.09% 112
2023
Q1 		$496K Buy
3,004
+659
+28% +$109K 0.09% 117
2022
Q4 		$346K Hold
2,345
– – 0.07% 139
2022
Q3 		$316K Buy
2,345
+122
+5% +$18.5K 0.06% 141
2022
Q2 		$309K Buy
+2,223
New +$367K 0.06% 144

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

Guardian Wealth Advisors (North Carolina)'s AXP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its American Express (AXP) stake by 0.66% in Q1 2026, buying an estimated $6.37K and bringing the position to 2,882 shares worth $872K. The position accounts for 0.05% of the portfolio, ranked #165.

Guardian Wealth Advisors (North Carolina) first reported a position in AXP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,882 shares of American Express worth $872K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 19 American Express shares in Q1 2026, an estimated $6.37K.
  • American Express made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #165 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in American Express in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s American Express position peaked at $1.06M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.