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Invenio Wealth Partners’s American Express AXP Stock Holding History

Invenio 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 		– Sell
-720
Closed -$266K – 91
2025
Q4 		$266K Sell
720
-56
-7% -$20K 0.1% 83
2025
Q3 		$258K Buy
776
+29
+4% +$9.22K 0.09% 85
2025
Q2 		$238K Buy
+747
New +$210K 0.09% 86

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invenio Wealth Partners sold out of American Express (AXP) in Q1 2026, closing a stake of 720 shares — an estimated $266K sold.

Invenio Wealth Partners first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Invenio Wealth Partners reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Invenio Wealth Partners sold 720 American Express shares in Q1 2026, an estimated $266K.
  • Invenio Wealth Partners first reported a position in American Express in Q2 2025 and held it in 3 quarters.
  • Invenio Wealth Partners's American Express position peaked at $266K in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.