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Journey Advisory Group’s American Express AXP Stock Holding History

Journey Advisory Group’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 		$4.19M Sell
13,863
-503
-4% -$169K 0.36% 76
2025
Q4 		$5.31M Sell
14,366
-543
-4% -$194K 0.45% 68
2025
Q3 		$4.95M Buy
14,909
+914
+7% +$291K 0.37% 71
2025
Q2 		$4.46M Buy
13,995
+384
+3% +$108K 0.35% 73
2025
Q1 		$3.66M Buy
+13,611
New +$4.02M 0.3% 85

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

Journey Advisory Group's AXP Position: Q1 2026 in Review

Journey Advisory Group reduced its American Express (AXP) stake by 3.5% in Q1 2026, selling an estimated $169K and leaving 13,863 shares worth $4.19M. The position accounts for 0.36% of the portfolio, ranked #76.

Journey Advisory Group first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.31M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Journey Advisory Group held 13,863 shares of American Express worth $4.19M as of Q1 2026.
  • Journey Advisory Group sold 503 American Express shares in Q1 2026, an estimated $169K.
  • American Express made up 0.36% of Journey Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Journey Advisory Group first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • Journey Advisory Group's American Express position peaked at $5.31M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.