PWP
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Perfromance Wealth Partners’s American Express AXP Stock Holding History

Perfromance 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 		$325K Hold
1,075
– – 0.01% 158
2025
Q4 		$398K Sell
1,075
-15
-1% -$5.37K 0.01% 147
2025
Q3 		$362K Sell
1,090
-11
-1% -$3.5K 0.01% 154
2025
Q2 		$351K Buy
+1,101
New +$310K 0.01% 142

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

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

Perfromance Wealth Partners held its American Express (AXP) position steady in Q1 2026 at 1,075 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #158.

Perfromance Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $398K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Perfromance Wealth Partners held 1,075 shares of American Express worth $325K as of Q1 2026.
  • Perfromance Wealth Partners left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Perfromance Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's American Express position peaked at $398K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.