MWA
AXP icon

Medallion Wealth Advisors’s American Express AXP Stock Holding History

Medallion Wealth Advisors’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 		$237K Hold
785
– – 0.08% 227
2025
Q4 		$290K Buy
785
+4
+0.5% +$1.43K 0.1% 194
2025
Q3 		$259K Sell
781
-17
-2% -$5.41K 0.09% 199
2025
Q2 		$256K Buy
798
+25
+3% +$7.04K 0.1% 196
2025
Q1 		$209K Buy
773
+11
+1% +$3.25K 0.09% 197
2024
Q4 		$217K Buy
+762
New +$219K 0.11% 179

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

Medallion Wealth Advisors's AXP Position: Q1 2026 in Review

Medallion Wealth Advisors held its American Express (AXP) position steady in Q1 2026 at 785 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #227.

Medallion Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Medallion Wealth Advisors held 785 shares of American Express worth $237K as of Q1 2026.
  • Medallion Wealth Advisors left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #227 holding.
  • Medallion Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's American Express position peaked at $290K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.