Meridian Wealth Partners’s American Express AXP Stock Holding History

Meridian Wealth Partners’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	–	Sell	-584	Closed	-$216K	–	122
2025 Q4	$216K	Buy	+584	New	+$209K	0.03%	106
2021 Q2	–	Sell	-183	Closed	-$26K	–	190
2021 Q1	$26K	Buy	183 +21	+13%	+$2.77K	0.01%	241
2020 Q4	$20K	Buy	+162	New	+$17.9K	0.01%	227
2020 Q1	–	Sell	-206	Closed	-$26K	–	188
2019 Q4	$26K	Buy	+206	New	+$24.6K	0.02%	178

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Meridian Wealth Partners's AXP Position: Q1 2026 in Review

Meridian Wealth Partners sold out of American Express (AXP) in Q1 2026, closing a stake of 584 shares — an estimated $216K sold.

Meridian Wealth Partners first reported a position in AXP in Q4 2019 and held it in 4 quarters. The position peaked at $216K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Meridian Wealth Partners reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Meridian Wealth Partners sold 584 American Express shares in Q1 2026, an estimated $216K.
Meridian Wealth Partners first reported a position in American Express in Q4 2019 and held it in 4 quarters.
Meridian Wealth Partners's American Express position peaked at $216K in Q4 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.