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One Charles Private Wealth Services’s American Express AXP Stock Holding History

One Charles Private Wealth Services’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
-550
Closed -$203K – 161
2025
Q4 		$203K Buy
+550
New +$197K 0.05% 163

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 $3.38T AUM 44.17% 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

One Charles Private Wealth Services's AXP Position: Q1 2026 in Review

One Charles Private Wealth Services sold out of American Express (AXP) in Q1 2026, closing a stake of 550 shares — an estimated $203K sold.

One Charles Private Wealth Services first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • One Charles Private Wealth Services reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • One Charles Private Wealth Services sold 550 American Express shares in Q1 2026, an estimated $203K.
  • One Charles Private Wealth Services first reported a position in American Express in Q4 2025 and held it in 1 quarter.
  • One Charles Private Wealth Services's American Express position peaked at $203K in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on One Charles Private Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.