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Live Oak Private Wealth’s American Express AXP Stock Holding History

Live Oak Private 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 		$233K Hold
769
– – 0.03% 186
2025
Q4 		$284K Sell
769
-1
-0.1% -$358 0.04% 166
2025
Q3 		$256K Sell
770
-3
-0.4% -$954 0.04% 170
2025
Q2 		$247K Sell
773
-6
-0.8% -$1.69K 0.04% 168
2025
Q1 		$210K Hold
779
– – 0.03% 177
2024
Q4 		$231K Buy
779
+6
+0.8% +$1.72K 0.04% 163
2024
Q3 		$210K Buy
+773
New +$192K 0.03% 167

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

Live Oak Private Wealth's AXP Position: Q1 2026 in Review

Live Oak Private Wealth held its American Express (AXP) position steady in Q1 2026 at 769 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #186.

Live Oak Private Wealth first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $284K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Live Oak Private Wealth held 769 shares of American Express worth $233K as of Q1 2026.
  • Live Oak Private Wealth left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.03% of Live Oak Private Wealth's portfolio in Q1 2026, its #186 holding.
  • Live Oak Private Wealth first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Live Oak Private Wealth's American Express position peaked at $284K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.