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Marks Group Wealth Management’s American Express AXP Stock Holding History

Marks Group 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 		$265K Buy
875
+151
+21% +$50.6K 0.03% 308
2025
Q4 		$268K Buy
+724
New +$259K 0.03% 301

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

Marks Group Wealth Management's AXP Position: Q1 2026 in Review

Marks Group Wealth Management increased its American Express (AXP) stake by 21% in Q1 2026, buying an estimated $50.6K and bringing the position to 875 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #308.

Marks Group Wealth Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Marks Group Wealth Management held 875 shares of American Express worth $265K as of Q1 2026.
  • Marks Group Wealth Management bought 151 American Express shares in Q1 2026, an estimated $50.6K.
  • American Express made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #308 holding.
  • Marks Group Wealth Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Marks Group Wealth Management's American Express position peaked at $268K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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