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Liberty Wealth Management’s American Express AXP Stock Holding History

Liberty 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 		$506K Sell
1,673
-49
-3% -$16.4K 0.06% 144
2025
Q4 		$661K Sell
1,722
-32
-2% -$11.5K 0.09% 116
2025
Q3 		$582K Buy
1,754
+3
+0.2% +$954 0.08% 119
2025
Q2 		$559K Sell
1,751
-88
-5% -$24.8K 0.09% 117
2025
Q1 		$495K Sell
1,839
-26
-1% -$7.68K 0.09% 91
2024
Q4 		$554K Sell
1,865
-14
-0.7% -$4.02K 0.09% 110
2024
Q3 		$510K Sell
1,879
-2,289
-55% -$570K 0.09% 116
2024
Q2 		$378K Buy
4,168
+2,641
+173% +$612K 0.07% 128
2024
Q1 		$348K Sell
1,527
-46
-3% -$9.54K 0.07% 129
2023
Q4 		$295K Sell
1,573
-298
-16% -$48K 0.06% 133
2023
Q3 		$279K Buy
1,871
+4
+0.2% +$654 0.07% 138
2023
Q2 		$325K Buy
1,867
+5
+0.3% +$807 0.08% 129
2023
Q1 		$307K Buy
+1,862
New +$309K 0.06% 171
2021
Q4 		– Sell
-860
Closed -$145K – 243
2021
Q3 		$145K Sell
860
-1,170
-58% -$196K 0.05% 218
2021
Q2 		$335K Sell
2,030
-130
-6% -$20.4K 0.13% 89
2021
Q1 		$252K Hold
2,160
– – 0.12% 91
2020
Q4 		$252K Sell
2,160
-276
-11% -$30.6K 0.12% 90
2020
Q3 		$244K Sell
2,436
-39
-2% -$3.84K 0.14% 81
2020
Q2 		$236K Buy
2,475
+37
+2% +$3.41K 0.17% 83
2020
Q1 		$209K Sell
2,438
-214
-8% -$24.9K 0.18% 84
2019
Q4 		$330K Buy
2,652
+189
+8% +$22.6K 0.26% 72
2019
Q3 		$291K Sell
2,463
-282
-10% -$34.6K 0.28% 70
2019
Q2 		$339K Buy
2,745
+719
+35% +$84.5K 0.3% 73
2019
Q1 		$221K Buy
2,026
+18
+0.9% +$1.89K 0.17% 83
2018
Q4 		$191K Buy
+2,008
New +$210K 0.14% 88

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

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

Liberty Wealth Management reduced its American Express (AXP) stake by 2.8% in Q1 2026, selling an estimated $16.4K and leaving 1,673 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #144.

Liberty Wealth Management first reported a position in AXP in Q4 2018 and has held it in 25 quarters since. The position peaked at $661K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Liberty Wealth Management held 1,673 shares of American Express worth $506K as of Q1 2026.
  • Liberty Wealth Management sold 49 American Express shares in Q1 2026, an estimated $16.4K.
  • American Express made up 0.06% of Liberty Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Liberty Wealth Management first reported a position in American Express in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's American Express position peaked at $661K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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