HNW
AXP icon

High Note Wealth’s American Express AXP Stock Holding History

High Note Wealth’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 		$110K Sell
364
-18
-5% -$6.04K 0.02% 143
2025
Q4 		$141K Buy
382
+38
+11% +$13.6K 0.03% 124
2025
Q3 		$114K Buy
344
+2
+0.6% +$636 0.02% 128
2025
Q2 		$109K Hold
342
– – 0.03% 129
2025
Q1 		$92K Hold
342
– – 0.02% 131
2024
Q4 		$102K Buy
+342
New +$98.3K 0.03% 127

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

High Note Wealth's AXP Position: Q1 2026 in Review

High Note Wealth reduced its American Express (AXP) stake by 4.7% in Q1 2026, selling an estimated $6.04K and leaving 364 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #143.

High Note Wealth first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $141K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • High Note Wealth held 364 shares of American Express worth $110K as of Q1 2026.
  • High Note Wealth sold 18 American Express shares in Q1 2026, an estimated $6.04K.
  • American Express made up 0.02% of High Note Wealth's portfolio in Q1 2026, its #143 holding.
  • High Note Wealth first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's American Express position peaked at $141K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.