Mindset Wealth Management’s American Express AXP Stock Holding History

Mindset 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	$2.79M	Buy	9,218 +179	+2%	+$60K	0.75%	12
2025 Q4	$3.34M	Buy	9,039 +154	+2%	+$55.1K	0.88%	8
2025 Q3	$2.95M	Buy	8,885 +47	+0.5%	+$14.9K	0.8%	9
2025 Q2	$2.82M	Buy	8,838 +113	+1%	+$31.8K	0.92%	9
2025 Q1	$2.35M	Sell	8,725 -12	-0.1%	-$3.55K	0.91%	8
2024 Q4	$2.59M	Sell	8,737 -368	-4%	-$106K	0.95%	7
2024 Q3	$2.47M	Buy	+9,105	New	+$2.27M	1.02%	5

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

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

Mindset Wealth Management increased its American Express (AXP) stake by 2% in Q1 2026, buying an estimated $60K and bringing the position to 9,218 shares worth $2.79M. The position accounts for 0.75% of the portfolio, ranked #12.

Mindset Wealth Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.34M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Mindset Wealth Management held 9,218 shares of American Express worth $2.79M as of Q1 2026.
Mindset Wealth Management bought 179 American Express shares in Q1 2026, an estimated $60K.
American Express made up 0.75% of Mindset Wealth Management's portfolio in Q1 2026, its #12 holding.
Mindset Wealth Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Mindset Wealth Management's American Express position peaked at $3.34M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.