MinichMacGregor Wealth Management’s American Express AXP Stock Holding History

MinichMacGregor 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	–	Sell	-1,561	Closed	-$578K	–	139
2025 Q4	$578K	Buy	1,561 +174	+13%	+$62.3K	0.1%	69
2025 Q3	$461K	Buy	1,387 +65	+5%	+$20.7K	0.09%	82
2025 Q2	$422K	Sell	1,322 -146	-10%	-$41.1K	0.09%	79
2025 Q1	$395K	Buy	1,468 +696	+90%	+$206K	0.09%	75
2024 Q4	$229K	Sell	772 -252	-25%	-$72.4K	0.05%	112
2024 Q3	$278K	Buy	+1,024	New	+$255K	0.06%	94
2023 Q1	–	Sell	-256	Closed	-$37.8K	–	142
2022 Q4	$37.8K	Buy	+256	New	+$37.9K	0.01%	218
2018 Q4	–	Sell	-21	Closed	-$2K	–	125
2018 Q3	$2K	Hold	21	–	–	﹤0.01%	440
2018 Q2	$2K	Hold	21	–	–	﹤0.01%	433
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	447
2017 Q4	$2K	Hold	21	–	–	﹤0.01%	409
2017 Q3	$1K	Hold	21	–	–	﹤0.01%	413
2017 Q2	$1K	Hold	21	–	–	﹤0.01%	407
2017 Q1	$1K	Hold	21	–	–	﹤0.01%	397
2016 Q4	$1K	Hold	21	–	–	﹤0.01%	400
2016 Q3	$1K	Hold	21	–	–	﹤0.01%	397
2016 Q2	$1K	Hold	21	–	–	﹤0.01%	382
2016 Q1	$1K	Hold	21	–	–	﹤0.01%	370
2015 Q4	$1K	Buy	+21	New	+$1.53K	﹤0.01%	344

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

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

MinichMacGregor Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 1,561 shares — an estimated $578K sold.

MinichMacGregor Wealth Management first reported a position in AXP in Q4 2015 and held it in 19 quarters. The position peaked at $578K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

MinichMacGregor Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,561 American Express shares in Q1 2026, an estimated $578K.
MinichMacGregor Wealth Management first reported a position in American Express in Q4 2015 and held it in 19 quarters.
MinichMacGregor Wealth Management's American Express position peaked at $578K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.