Muirfield Wealth Advisors’s American Express AXP Stock Holding History

Muirfield 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	$1.42M	Buy	4,683 +10	+0.2%	+$3.35K	1.04%	23
2025 Q4	$1.73M	Sell	4,673 -106	-2%	-$37.9K	1.27%	20
2025 Q3	$1.59M	Buy	4,779 +13	+0.3%	+$4.13K	1.18%	22
2025 Q2	$1.52M	Buy	4,766 +14	+0.3%	+$3.94K	1.21%	21
2025 Q1	$1.28M	Buy	4,752 +10	+0.2%	+$2.96K	1.09%	24
2024 Q4	$1.41M	Buy	4,742 +12	+0.3%	+$3.45K	1.16%	23
2024 Q3	$1.28M	Buy	4,730 +14	+0.3%	+$3.49K	1.09%	23
2024 Q2	$1.09M	Buy	4,716 +14	+0.3%	+$3.24K	1.03%	24
2024 Q1	$1.07M	Buy	4,702 +13	+0.3%	+$2.7K	1.03%	21
2023 Q4	$878K	Buy	+4,689	New	+$755K	0.93%	25

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

Muirfield Wealth Advisors's AXP Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its American Express (AXP) stake by 0.21% in Q1 2026, buying an estimated $3.35K and bringing the position to 4,683 shares worth $1.42M. The position accounts for 1.04% of the portfolio, ranked #23.

Muirfield Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Muirfield Wealth Advisors held 4,683 shares of American Express worth $1.42M as of Q1 2026.
Muirfield Wealth Advisors bought 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 1.04% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Muirfield Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's American Express position peaked at $1.73M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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