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Modern Wealth Management’s American Express AXP Stock Holding History

Modern 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 		$14.3M Buy
47,475
+1,999
+4% +$670K 0.25% 101
2025
Q4 		$16.8M Sell
45,476
-115
-0.3% -$41.2K 0.31% 80
2025
Q3 		$15.1M Buy
45,591
+40,264
+756% +$12.8M 0.3% 88
2025
Q2 		$1.7M Buy
5,327
+406
+8% +$114K 0.04% 285
2025
Q1 		$1.32M Buy
4,921
+35
+0.7% +$10.3K 0.04% 265
2024
Q4 		$1.45M Buy
4,886
+842
+21% +$242K 0.05% 218
2024
Q3 		$1.1M Buy
4,044
+76
+2% +$18.9K 0.07% 158
2024
Q2 		$919K Buy
3,968
+75
+2% +$17.4K 0.07% 144
2024
Q1 		$886K Buy
3,893
+292
+8% +$60.5K 0.08% 124
2023
Q4 		$675K Buy
+3,601
New +$580K 0.09% 79

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

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

Modern Wealth Management increased its American Express (AXP) stake by 4.4% in Q1 2026, buying an estimated $670K and bringing the position to 47,475 shares worth $14.3M. The position accounts for 0.25% of the portfolio, ranked #101.

Modern Wealth Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Modern Wealth Management held 47,475 shares of American Express worth $14.3M as of Q1 2026.
  • Modern Wealth Management bought 1,999 American Express shares in Q1 2026, an estimated $670K.
  • American Express made up 0.25% of Modern Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Modern Wealth Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's American Express position peaked at $16.8M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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