McCarter Private Wealth Services’s American Express AXP Stock Holding History

McCarter Private Wealth Services’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	$1.82M	Buy	6,027 +10	+0.2%	+$3.35K	0.79%	38
2025 Q4	$2.23M	Buy	6,017 +20	+0.3%	+$7.16K	1%	29
2025 Q3	$1.99M	Hold	5,997	–	–	1.02%	31
2025 Q2	$1.91M	Sell	5,997 -29	-0.5%	-$8.16K	1.09%	29
2025 Q1	$1.62M	Buy	6,026 +31	+0.5%	+$9.16K	1.06%	30
2024 Q4	$1.78M	Buy	5,995 +1	+0%	+$287	1.13%	28
2024 Q3	$1.63M	Buy	+5,994	New	+$1.49M	1.03%	31

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

McCarter Private Wealth Services's AXP Position: Q1 2026 in Review

McCarter Private Wealth Services increased its American Express (AXP) stake by 0.17% in Q1 2026, buying an estimated $3.35K and bringing the position to 6,027 shares worth $1.82M. The position accounts for 0.79% of the portfolio, ranked #38.

McCarter Private Wealth Services first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

McCarter Private Wealth Services held 6,027 shares of American Express worth $1.82M as of Q1 2026.
McCarter Private Wealth Services bought 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 0.79% of McCarter Private Wealth Services's portfolio in Q1 2026, its #38 holding.
McCarter Private Wealth Services first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's American Express position peaked at $2.23M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.