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Outlook Wealth Advisors’s American Express AXP Stock Holding History

Outlook 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 		$649K Sell
2,145
-41
-2% -$13.7K 0.16% 147
2025
Q4 		$809K Sell
2,186
-678
-24% -$243K 0.18% 108
2025
Q3 		$951K Sell
2,864
-73
-2% -$23.2K 0.24% 92
2025
Q2 		$937K Sell
2,937
-27
-0.9% -$7.6K 0.24% 81
2025
Q1 		$797K Sell
2,964
-29
-1% -$8.57K 0.22% 89
2024
Q4 		$888K Buy
2,993
+19
+0.6% +$5.46K 0.26% 81
2024
Q3 		$807K Sell
2,974
-66
-2% -$16.4K 0.23% 85
2024
Q2 		$704K Sell
3,040
-50
-2% -$11.6K 0.22% 91
2024
Q1 		$704K Sell
3,090
-270
-8% -$56K 0.22% 98
2023
Q4 		$629K Sell
3,360
-906
-21% -$146K 0.22% 97
2023
Q3 		$636K Buy
4,266
+251
+6% +$41.1K 0.24% 106
2023
Q2 		$699K Buy
4,015
+964
+32% +$156K 0.26% 99
2023
Q1 		$503K Sell
3,051
-18
-0.6% -$2.99K 0.22% 111
2022
Q4 		$453K Buy
3,069
+177
+6% +$26.2K 0.22% 110
2022
Q3 		$390K Buy
2,892
+73
+3% +$11.1K 0.17% 131
2022
Q2 		$390K Buy
2,819
+224
+9% +$37K 0.16% 138
2022
Q1 		$486K Sell
2,595
-9
-0.3% -$1.63K 0.16% 137
2021
Q4 		$426K Buy
2,604
+6
+0.2% +$1.02K 0.13% 149
2021
Q3 		$435K Sell
2,598
-54
-2% -$9.03K 0.14% 155
2021
Q2 		$438K Buy
2,652
+200
+8% +$31.3K 0.14% 158
2021
Q1 		$347K Sell
2,452
-1,396
-36% -$184K 0.12% 161
2020
Q4 		$465K Sell
3,848
-46
-1% -$5.09K 0.17% 135
2020
Q3 		$390K Buy
3,894
+251
+7% +$24.7K 0.16% 130
2020
Q2 		$347K Buy
3,643
+227
+7% +$20.9K 0.15% 135
2020
Q1 		$292K Buy
3,416
+126
+4% +$14.7K 0.16% 125
2019
Q4 		$410K Buy
3,290
+61
+2% +$7.29K 0.23% 89
2019
Q3 		$382K Buy
3,229
+66
+2% +$8.09K 0.23% 103
2019
Q2 		$390K Buy
3,163
+195
+7% +$22.9K 0.26% 99
2019
Q1 		$324K Buy
2,968
+2,442
+464% +$257K 0.27% 100
2018
Q4 		$502K Buy
+526
New +$55K 0.23% 112

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

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

Outlook Wealth Advisors reduced its American Express (AXP) stake by 1.9% in Q1 2026, selling an estimated $13.7K and leaving 2,145 shares worth $649K. The position accounts for 0.16% of the portfolio, ranked #147.

Outlook Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $951K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Outlook Wealth Advisors held 2,145 shares of American Express worth $649K as of Q1 2026.
  • Outlook Wealth Advisors sold 41 American Express shares in Q1 2026, an estimated $13.7K.
  • American Express made up 0.16% of Outlook Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • Outlook Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
  • Outlook Wealth Advisors's American Express position peaked at $951K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.