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Leo Wealth LLC’s American Express AXP Stock Holding History

Leo Wealth LLC’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 		$1.32M Sell
4,364
-729
-14% -$244K 0.1% 158
2025
Q4 		$1.88M Buy
5,093
+1,410
+38% +$505K 0.14% 126
2025
Q3 		$1.22M Sell
3,683
-1,868
-34% -$594K 0.16% 117
2025
Q2 		$1.77M Buy
5,551
+992
+22% +$279K 0.14% 128
2025
Q1 		$1.23M Sell
4,559
-1,301
-22% -$385K 0.18% 112
2024
Q4 		$1.74M Buy
5,860
+2,609
+80% +$750K 0.16% 113
2024
Q3 		$882K Sell
3,251
-109
-3% -$27.1K 0.08% 167
2024
Q2 		$782K Buy
3,360
+1,141
+51% +$264K 0.08% 168
2024
Q1 		$505K Buy
2,219
+401
+22% +$83.2K 0.05% 211
2023
Q4 		$368K Buy
+1,818
New +$293K 0.04% 234

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 $3.37T AUM 44.26% 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

Leo Wealth LLC's AXP Position: Q1 2026 in Review

Leo Wealth LLC reduced its American Express (AXP) stake by 14% in Q1 2026, selling an estimated $244K and leaving 4,364 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #158.

Leo Wealth LLC first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.88M in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Leo Wealth LLC held 4,364 shares of American Express worth $1.32M as of Q1 2026.
  • Leo Wealth LLC sold 729 American Express shares in Q1 2026, an estimated $244K.
  • American Express made up 0.1% of Leo Wealth LLC's portfolio in Q1 2026, its #158 holding.
  • Leo Wealth LLC first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's American Express position peaked at $1.88M in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.