OWP
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ORG Wealth Partners’s American Express AXP Stock Holding History

ORG Wealth Partners’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 		$672K Buy
2,223
+13
+0.6% +$4.36K 0.13% 100
2025
Q4 		$818K Sell
2,210
-254
-10% -$90.9K 0.19% 78
2025
Q3 		$819K Buy
2,464
+1,412
+134% +$449K 0.17% 85
2025
Q2 		$339K Sell
1,052
-26
-2% -$7.32K 0.08% 144
2025
Q1 		$292K Buy
1,078
+225
+26% +$66.5K 0.09% 161
2024
Q4 		$253K Sell
853
-56
-6% -$16.1K 0.08% 112
2024
Q3 		$247K Buy
+909
New +$226K 0.08% 110

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

ORG Wealth Partners's AXP Position: Q1 2026 in Review

ORG Wealth Partners increased its American Express (AXP) stake by 0.59% in Q1 2026, buying an estimated $4.36K and bringing the position to 2,223 shares worth $672K. The position accounts for 0.13% of the portfolio, ranked #100.

ORG Wealth Partners first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $819K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • ORG Wealth Partners held 2,223 shares of American Express worth $672K as of Q1 2026.
  • ORG Wealth Partners bought 13 American Express shares in Q1 2026, an estimated $4.36K.
  • American Express made up 0.13% of ORG Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • ORG Wealth Partners first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's American Express position peaked at $819K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.