MW
AXP icon

Maia Wealth’s American Express AXP Stock Holding History

Maia 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 		$382K Sell
1,263
-10
-0.8% -$3.35K 0.06% 256
2025
Q4 		$437K Sell
1,273
-108
-8% -$38.6K 0.07% 234
2025
Q3 		$508K Sell
1,381
-59
-4% -$18.8K 0.09% 210
2025
Q2 		$459K Sell
1,440
-42
-3% -$11.8K 0.09% 206
2025
Q1 		$379K Buy
1,482
+90
+6% +$26.6K 0.09% 202
2024
Q4 		$441K Buy
1,392
+80
+6% +$23K 0.09% 180
2024
Q3 		$354K Buy
1,312
+139
+12% +$34.6K 0.09% 181
2024
Q2 		$286K Buy
+1,173
New +$272K 0.09% 165

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

Maia Wealth's AXP Position: Q1 2026 in Review

Maia Wealth reduced its American Express (AXP) stake by 0.79% in Q1 2026, selling an estimated $3.35K and leaving 1,263 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #256.

Maia Wealth first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $508K in Q3 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Maia Wealth held 1,263 shares of American Express worth $382K as of Q1 2026.
  • Maia Wealth sold 10 American Express shares in Q1 2026, an estimated $3.35K.
  • American Express made up 0.06% of Maia Wealth's portfolio in Q1 2026, its #256 holding.
  • Maia Wealth first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • Maia Wealth's American Express position peaked at $508K in Q3 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.