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Jackson Thornton Wealth Management’s American Express AXP Stock Holding History

Jackson Thornton 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 		$312K Buy
994
+382
+62% +$128K 0.03% 175
2025
Q4 		$235K Buy
+612
New +$219K 0.02% 267

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jackson Thornton Wealth Management's AXP Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its American Express (AXP) stake by 62% in Q1 2026, buying an estimated $128K and bringing the position to 994 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #175.

Jackson Thornton Wealth Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Jackson Thornton Wealth Management held 994 shares of American Express worth $312K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 382 American Express shares in Q1 2026, an estimated $128K.
  • American Express made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Jackson Thornton Wealth Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.