OneAscent Wealth Management’s American Express AXP Stock Holding History

OneAscent 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	$508K	Sell	1,679 -26	-2%	-$8.72K	0.17%	72
2025 Q4	$631K	Buy	1,705 +358	+27%	+$128K	0.21%	57
2025 Q3	$447K	Sell	1,347 -10	-0.7%	-$3.18K	0.15%	77
2025 Q2	$433K	Sell	1,357 -96	-7%	-$27K	0.16%	73
2025 Q1	$391K	Buy	1,453 +25	+2%	+$7.39K	0.17%	67
2024 Q4	$424K	Sell	1,428 -68	-5%	-$19.5K	0.17%	68
2024 Q3	$406K	Hold	1,496	–	–	0.15%	90
2024 Q2	$346K	Buy	1,496 +317	+27%	+$73.4K	0.18%	53
2024 Q1	$268K	Buy	1,179 +114	+11%	+$23.6K	0.1%	142
2023 Q4	$200K	Buy	+1,065	New	+$171K	0.08%	169
2023 Q2	–	Sell	-2,065	Closed	-$341K	–	108
2023 Q1	$341K	Buy	2,065 +573	+38%	+$95.1K	0.13%	103
2022 Q4	$220K	Buy	+1,492	New	+$221K	0.1%	145

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

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

OneAscent Wealth Management reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $8.72K and leaving 1,679 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #72.

OneAscent Wealth Management first reported a position in AXP in Q4 2022 and has held it in 12 quarters since. The position peaked at $631K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

OneAscent Wealth Management held 1,679 shares of American Express worth $508K as of Q1 2026.
OneAscent Wealth Management sold 26 American Express shares in Q1 2026, an estimated $8.72K.
American Express made up 0.17% of OneAscent Wealth Management's portfolio in Q1 2026, its #72 holding.
OneAscent Wealth Management first reported a position in American Express in Q4 2022 and has held it in 12 quarters since.
OneAscent Wealth Management's American Express position peaked at $631K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.