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Maridea Wealth Management’s American Express AXP Stock Holding History

Maridea 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 		$212K Sell
702
-1,169
-62% -$392K 0.03% 420
2025
Q4 		$692K Buy
1,871
+3
+0.2% +$1.07K 0.1% 194
2025
Q3 		$653K Buy
1,868
+1,022
+121% +$325K 0.1% 192
2025
Q2 		$270K Buy
846
+97
+13% +$27.3K 0.07% 229
2025
Q1 		$202K Sell
749
-1,082
-59% -$320K 0.07% 222
2024
Q4 		$543K Buy
+1,831
New +$526K 0.18% 100

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

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

Maridea Wealth Management reduced its American Express (AXP) stake by 62% in Q1 2026, selling an estimated $392K and leaving 702 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #420.

Maridea Wealth Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $692K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Maridea Wealth Management held 702 shares of American Express worth $212K as of Q1 2026.
  • Maridea Wealth Management sold 1,169 American Express shares in Q1 2026, an estimated $392K.
  • American Express made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #420 holding.
  • Maridea Wealth Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's American Express position peaked at $692K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.