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Journey Strategic Wealth’s American Express AXP Stock Holding History

Journey Strategic 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 		$5.56M Buy
18,388
+328
+2% +$110K 0.14% 46
2025
Q4 		$6.68M Sell
18,060
-528
-3% -$189K 0.18% 42
2025
Q3 		$6.17M Buy
18,588
+8
+0% +$2.54K 0.17% 43
2025
Q2 		$5.93M Buy
18,580
+1,179
+7% +$332K 0.19% 42
2025
Q1 		$4.68M Buy
17,401
+7,052
+68% +$2.08M 0.16% 42
2024
Q4 		$3.07M Buy
10,349
+3,739
+57% +$1.07M 0.11% 50
2024
Q3 		$1.79M Buy
6,610
+942
+17% +$235K 0.07% 79
2024
Q2 		$1.31M Buy
5,668
+1,109
+24% +$257K 0.06% 69
2024
Q1 		$1.04M Buy
4,559
+486
+12% +$101K 0.05% 77
2023
Q4 		$763K Buy
4,073
+771
+23% +$124K 0.04% 79
2023
Q3 		$493K Buy
3,302
+10
+0.3% +$1.64K 0.02% 82
2023
Q2 		$573K Sell
3,292
-1,357
-29% -$219K 0.03% 81
2023
Q1 		$767K Buy
4,649
+402
+9% +$66.7K 0.08% 73
2022
Q4 		$627K Buy
4,247
+1,076
+34% +$159K 0.07% 82
2022
Q3 		$427K Buy
3,171
+1,601
+102% +$242K 0.06% 76
2022
Q2 		$218K Sell
1,570
-671
-30% -$111K 0.03% 99
2022
Q1 		$419K Sell
2,241
-40
-2% -$7.22K 0.05% 66
2021
Q4 		$373K Buy
+2,281
New +$389K 0.04% 99

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 Strategic Wealth's AXP Position: Q1 2026 in Review

Journey Strategic Wealth increased its American Express (AXP) stake by 1.8% in Q1 2026, buying an estimated $110K and bringing the position to 18,388 shares worth $5.56M. The position accounts for 0.14% of the portfolio, ranked #46.

Journey Strategic Wealth first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.68M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Journey Strategic Wealth held 18,388 shares of American Express worth $5.56M as of Q1 2026.
  • Journey Strategic Wealth bought 328 American Express shares in Q1 2026, an estimated $110K.
  • American Express made up 0.14% of Journey Strategic Wealth's portfolio in Q1 2026, its #46 holding.
  • Journey Strategic Wealth first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's American Express position peaked at $6.68M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.