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Moss Adams Wealth Advisors’s American Express AXP Stock Holding History

Moss Adams Wealth Advisors’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 		$651K Sell
2,154
-43
-2% -$14.4K 0.05% 118
2025
Q4 		$813K Buy
2,197
+79
+4% +$28.3K 0.06% 96
2025
Q3 		$704K Buy
2,118
+52
+3% +$16.5K 0.05% 105
2025
Q2 		$659K Buy
2,066
+164
+9% +$46.2K 0.06% 110
2025
Q1 		$512K Sell
1,902
-86
-4% -$25.4K 0.05% 109
2024
Q4 		$590K Buy
1,988
+66
+3% +$19K 0.06% 91
2024
Q3 		$521K Buy
1,922
+711
+59% +$177K 0.06% 95
2024
Q2 		$281K Buy
1,211
+265
+28% +$61.4K 0.04% 127
2024
Q1 		$215K Sell
946
-604
-39% -$125K 0.03% 141
2023
Q4 		$290K Buy
+1,550
New +$250K 0.06% 89

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

Moss Adams Wealth Advisors's AXP Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its American Express (AXP) stake by 2% in Q1 2026, selling an estimated $14.4K and leaving 2,154 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #118.

Moss Adams Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $813K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Moss Adams Wealth Advisors held 2,154 shares of American Express worth $651K as of Q1 2026.
  • Moss Adams Wealth Advisors sold 43 American Express shares in Q1 2026, an estimated $14.4K.
  • American Express made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Moss Adams Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Moss Adams Wealth Advisors's American Express position peaked at $813K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.