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LeConte Wealth Management’s American Express AXP Stock Holding History

LeConte 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 		$220K Sell
728
-5
-0.7% -$1.68K 0.14% 133
2025
Q4 		$271K Buy
733
+17
+2% +$6.08K 0.18% 91
2025
Q3 		$238K Buy
+716
New +$228K 0.16% 107

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

LeConte Wealth Management's AXP Position: Q1 2026 in Review

LeConte Wealth Management reduced its American Express (AXP) stake by 0.68% in Q1 2026, selling an estimated $1.68K and leaving 728 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #133.

LeConte Wealth Management first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • LeConte Wealth Management held 728 shares of American Express worth $220K as of Q1 2026.
  • LeConte Wealth Management sold 5 American Express shares in Q1 2026, an estimated $1.68K.
  • American Express made up 0.14% of LeConte Wealth Management's portfolio in Q1 2026, its #133 holding.
  • LeConte Wealth Management first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • LeConte Wealth Management's American Express position peaked at $271K in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.