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GWN Securities’s American Express AXP Stock Holding History

GWN Securities’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 		$341K Buy
1,127
+365
+48% +$122K 0.07% 331
2025
Q4 		$282K Buy
+762
New +$273K 0.06% 348
2025
Q2 		– Sell
-936
Closed -$252K – 421
2025
Q1 		$252K Buy
936
+159
+20% +$47K 0.01% 621
2024
Q4 		$250K Buy
+777
New +$223K 0.07% 287

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

GWN Securities's AXP Position: Q1 2026 in Review

GWN Securities increased its American Express (AXP) stake by 48% in Q1 2026, buying an estimated $122K and bringing the position to 1,127 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #331.

GWN Securities first reported a position in AXP in Q4 2024 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • GWN Securities held 1,127 shares of American Express worth $341K as of Q1 2026.
  • GWN Securities bought 365 American Express shares in Q1 2026, an estimated $122K.
  • American Express made up 0.07% of GWN Securities's portfolio in Q1 2026, its #331 holding.
  • GWN Securities first reported a position in American Express in Q4 2024 and has held it in 4 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.