LJI Wealth Management’s American Express AXP Stock Holding History

LJI 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	–	Sell	-591	Closed	-$219K	–	196
2025 Q4	$219K	Buy	+591	New	+$211K	0.03%	179

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

LJI Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 591 shares — an estimated $219K sold.

LJI Wealth Management first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

LJI Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
LJI Wealth Management sold 591 American Express shares in Q1 2026, an estimated $219K.
LJI Wealth Management first reported a position in American Express in Q4 2025 and held it in 1 quarter.
LJI Wealth Management's American Express position peaked at $219K in Q4 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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