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National Wealth Management Group’s American Express AXP Stock Holding History

National Wealth Management Group’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
-2,315
Closed -$856K – 221
2025
Q4 		$856K Buy
2,315
+1,409
+156% +$504K 0.3% 81
2025
Q3 		$301K Buy
+906
New +$288K 0.11% 183

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

National Wealth Management Group's AXP Position: Q1 2026 in Review

National Wealth Management Group sold out of American Express (AXP) in Q1 2026, closing a stake of 2,315 shares — an estimated $856K sold.

National Wealth Management Group first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $856K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • National Wealth Management Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 2,315 American Express shares in Q1 2026, an estimated $856K.
  • National Wealth Management Group first reported a position in American Express in Q3 2025 and held it in 2 quarters.
  • National Wealth Management Group's American Express position peaked at $856K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.