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Omnitrust Wealth Management’s American Express AXP Stock Holding History

Omnitrust 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 		$275K Sell
910
-38
-4% -$12.7K 0.36% 42
2025
Q4 		$351K Buy
+948
New +$339K 0.45% 35
2025
Q2 		$288K Buy
+850
New +$239K 0.34% 47

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Omnitrust Wealth Management reduced its American Express (AXP) stake by 4% in Q1 2026, selling an estimated $12.7K and leaving 910 shares worth $275K. The position accounts for 0.36% of the portfolio, ranked #42.

Omnitrust Wealth Management first reported a position in AXP in Q2 2025 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Omnitrust Wealth Management held 910 shares of American Express worth $275K as of Q1 2026.
  • Omnitrust Wealth Management sold 38 American Express shares in Q1 2026, an estimated $12.7K.
  • American Express made up 0.36% of Omnitrust Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Omnitrust Wealth Management first reported a position in American Express in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's American Express position peaked at $351K in Q4 2025.
  • 2,902 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.