Mission Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.27M | Buy |
10,798
+306
| +3% | +$103K | 0.07% | 152 |
|
|
2025
Q4 | $3.88M | Buy |
10,492
+133
| +1% | +$47.6K | 0.08% | 143 |
|
|
2025
Q3 | $3.44M | Buy |
10,359
+44
| +0.4% | +$14K | 0.07% | 151 |
|
|
2025
Q2 | $3.29M | Buy |
10,315
+139
| +1% | +$39.1K | 0.07% | 154 |
|
|
2025
Q1 | $2.74M | Buy |
10,176
+520
| +5% | +$154K | 0.07% | 158 |
|
|
2024
Q4 | $2.87M | Sell |
9,656
-643
| -6% | -$185K | 0.07% | 148 |
|
|
2024
Q3 | $2.79M | Sell |
10,299
-2
| -0% | -$498 | 0.07% | 148 |
|
|
2024
Q2 | $2.39M | Buy |
10,301
+102
| +1% | +$23.6K | 0.06% | 153 |
|
|
2024
Q1 | $2.32M | Buy |
10,199
+201
| +2% | +$41.7K | 0.06% | 164 |
|
|
2023
Q4 | $1.87M | Buy |
9,998
+178
| +2% | +$28.7K | 0.06% | 154 |
|
|
2023
Q3 | $1.47M | Sell |
9,820
-273
| -3% | -$44.7K | 0.05% | 168 |
|
|
2023
Q2 | $1.76M | Buy |
10,093
+542
| +6% | +$87.5K | 0.07% | 144 |
|
|
2023
Q1 | $1.58M | Buy |
9,551
+652
| +7% | +$108K | 0.07% | 156 |
|
|
2022
Q4 | $1.31M | Buy |
8,899
+577
| +7% | +$85.5K | 0.06% | 165 |
|
|
2022
Q3 | $1.12M | Sell |
8,322
-152
| -2% | -$23K | 0.06% | 172 |
|
|
2022
Q2 | $1.18M | Buy |
8,474
+3,848
| +83% | +$636K | 0.06% | 172 |
|
|
2022
Q1 | $865K | Buy |
4,626
+18
| +0.4% | +$3.25K | 0.04% | 223 |
|
|
2021
Q4 | $754K | Sell |
4,608
-350
| -7% | -$59.7K | 0.03% | 234 |
|
|
2021
Q3 | $831K | Buy |
4,958
+11
| +0.2% | +$1.84K | 0.04% | 207 |
|
|
2021
Q2 | $817K | Sell |
4,947
-176
| -3% | -$27.6K | 0.04% | 195 |
|
|
2021
Q1 | $725K | Buy |
5,123
+1,086
| +27% | +$143K | 0.04% | 192 |
|
|
2020
Q4 | $488K | Buy |
4,037
+255
| +7% | +$28.2K | 0.03% | 242 |
|
|
2020
Q3 | $379K | Buy |
3,782
+136
| +4% | +$13.4K | 0.03% | 237 |
|
|
2020
Q2 | $347K | Buy |
3,646
+930
| +34% | +$85.6K | 0.03% | 230 |
|
|
2020
Q1 | $233K | Sell |
2,716
-21
| -0.8% | -$2.44K | 0.03% | 260 |
|
|
2019
Q4 | $341K | Buy |
2,737
+56
| +2% | +$6.69K | 0.03% | 234 |
|
|
2019
Q3 | $317K | Buy |
2,681
+8
| +0.3% | +$981 | 0.03% | 223 |
|
|
2019
Q2 | $330K | Sell |
2,673
-261
| -9% | -$30.7K | 0.04% | 225 |
|
|
2019
Q1 | $321K | Buy |
2,934
+184
| +7% | +$19.3K | 0.04% | 217 |
|
|
2018
Q4 | $262K | Sell |
2,750
-71
| -3% | -$7.43K | 0.03% | 211 |
|
|
2018
Q3 | $300K | Sell |
2,821
-33
| -1% | -$3.43K | 0.04% | 210 |
|
|
2018
Q2 | $280K | Buy |
2,854
+449
| +19% | +$44.1K | 0.04% | 206 |
|
|
2018
Q1 | $224K | Buy |
2,405
+212
| +10% | +$20.5K | 0.04% | 201 |
|
|
2017
Q4 | $218K | Sell |
2,193
-45
| -2% | -$4.29K | 0.04% | 200 |
|
|
2017
Q3 | $202K | Buy |
+2,238
| New | +$192K | 0.04% | 190 |
|
|
2016
Q1 | – | Sell |
-3,695
| Closed | -$257K | – | 159 |
|
|
2015
Q4 | $257K | Buy |
3,695
+331
| +10% | +$24.1K | 0.07% | 112 |
|
|
2015
Q3 | $249K | Buy |
3,364
+118
| +4% | +$9.08K | 0.08% | 109 |
|
|
2015
Q2 | $254K | Buy |
+3,246
| New | +$258K | 0.09% | 108 |
|
Other funds holding AXP
VCM
VPM
Mission Wealth Management's AXP Position: Q1 2026 in Review
Mission Wealth Management increased its American Express (AXP) stake by 2.9% in Q1 2026, buying an estimated $103K and bringing the position to 10,798 shares worth $3.27M. The position accounts for 0.07% of the portfolio, ranked #152.
Mission Wealth Management first reported a position in AXP in Q2 2015 and has held it in 38 quarters since. The position peaked at $3.88M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Mission Wealth Management held 10,798 shares of American Express worth $3.27M as of Q1 2026.
- Mission Wealth Management bought 306 American Express shares in Q1 2026, an estimated $103K.
- American Express made up 0.07% of Mission Wealth Management's portfolio in Q1 2026, its #152 holding.
- Mission Wealth Management first reported a position in American Express in Q2 2015 and has held it in 38 quarters since.
- Mission Wealth Management's American Express position peaked at $3.88M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.