OWA
AXP icon

Opal Wealth Advisors’s American Express AXP Stock Holding History

Opal 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 		$740K Buy
2,446
+7
+0.3% +$2.35K 0.17% 65
2025
Q4 		$902K Sell
2,439
-8
-0.3% -$2.86K 0.24% 56
2025
Q3 		$813K Sell
2,447
-153
-6% -$48.7K 0.23% 58
2025
Q2 		$829K Buy
2,600
+158
+6% +$44.5K 0.23% 47
2025
Q1 		$657K Buy
2,442
+300
+14% +$88.7K 0.2% 60
2024
Q4 		$636K Buy
2,142
+33
+2% +$9.48K 0.19% 76
2024
Q3 		$572K Sell
2,109
-5
-0.2% -$1.25K 0.18% 75
2024
Q2 		$489K Sell
2,114
-29
-1% -$6.72K 0.16% 77
2024
Q1 		$488K Buy
2,143
+4
+0.2% +$829 0.17% 82
2023
Q4 		$401K Buy
2,139
+18
+0.8% +$2.9K 0.16% 100
2023
Q3 		$316K Buy
2,121
+310
+17% +$50.7K 0.19% 92
2023
Q2 		$315K Buy
+1,811
New +$292K 0.16% 88

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

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

Opal Wealth Advisors increased its American Express (AXP) stake by 0.29% in Q1 2026, buying an estimated $2.35K and bringing the position to 2,446 shares worth $740K. The position accounts for 0.17% of the portfolio, ranked #65.

Opal Wealth Advisors first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $902K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Opal Wealth Advisors held 2,446 shares of American Express worth $740K as of Q1 2026.
  • Opal Wealth Advisors bought 7 American Express shares in Q1 2026, an estimated $2.35K.
  • American Express made up 0.17% of Opal Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Opal Wealth Advisors first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Opal Wealth Advisors's American Express position peaked at $902K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.