Parkshore Wealth Management’s American Express AXP Stock Holding History

Parkshore 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	$2.9M	Buy	9,580 +22	+0.2%	+$7.38K	0.97%	18
2025 Q4	$3.54M	Buy	9,558 +17	+0.2%	+$6.08K	1.33%	16
2025 Q3	$3.17M	Buy	9,541 +22	+0.2%	+$7K	1.29%	16
2025 Q2	$3.04M	Buy	9,519 +23	+0.2%	+$6.47K	1.48%	15
2025 Q1	$2.55M	Buy	9,496 +17	+0.2%	+$5.03K	1.49%	17
2024 Q4	$2.81M	Buy	+9,479	New	+$2.72M	1.69%	18

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

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

Parkshore Wealth Management increased its American Express (AXP) stake by 0.23% in Q1 2026, buying an estimated $7.38K and bringing the position to 9,580 shares worth $2.9M. The position accounts for 0.97% of the portfolio, ranked #18.

Parkshore Wealth Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.54M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Parkshore Wealth Management held 9,580 shares of American Express worth $2.9M as of Q1 2026.
Parkshore Wealth Management bought 22 American Express shares in Q1 2026, an estimated $7.38K.
American Express made up 0.97% of Parkshore Wealth Management's portfolio in Q1 2026, its #18 holding.
Parkshore Wealth Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Parkshore Wealth Management's American Express position peaked at $3.54M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.