Peterson Wealth Services
AXP icon

Peterson Wealth Services’s American Express AXP Stock Holding History

Peterson Wealth Services’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
Q3 		$494K Sell
1,625
-15
-0.9% -$5.01K 0.1% 101
2026
Q2 		$555K Buy
1,640
+20
+1% +$6.4K 0.12% 98
2026
Q1 		$490K Buy
1,620
+1
+0.1% +$335 0.12% 96
2025
Q4 		$599K Sell
1,619
-429
-21% -$154K 0.15% 85
2025
Q3 		$537K Buy
2,048
+433
+27% +$138K 0.13% 95
2025
Q2 		$515K Buy
1,615
+2
+0.1% +$563 0.14% 93
2025
Q1 		$434K Buy
1,613
+1
+0.1% +$296 0.13% 98
2024
Q4 		$478K Buy
1,612
+2
+0.1% +$575 0.14% 93
2024
Q3 		$437K Buy
1,610
+2
+0.1% +$498 0.14% 96
2024
Q2 		$372K Buy
1,608
+2
+0.1% +$463 0.13% 99
2024
Q1 		$366K Buy
1,606
+2
+0.1% +$415 0.13% 99
2023
Q4 		$300K Buy
1,604
+3
+0.2% +$483 0.13% 79
2023
Q3 		$239K Buy
1,601
+2
+0.1% +$327 0.18% 60
2023
Q2 		$279K Buy
1,599
+133
+9% +$21.5K 0.13% 80
2023
Q1 		$242K Buy
1,466
+2
+0.1% +$332 0.12% 87
2022
Q4 		$216K Buy
+1,464
New +$217K 0.12% 88
2022
Q3 		– Sell
-1,460
Closed -$202K – 86
2022
Q2 		$202K Sell
1,460
-29
-2% -$4.79K 0.15% 85
2022
Q1 		$278K Buy
1,489
+29
+2% +$5.24K 0.17% 79
2021
Q4 		$239K Buy
+1,460
New +$249K 0.16% 81

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Peterson Wealth Services's AXP Position: Q3 2026 in Review

Peterson Wealth Services reduced its American Express (AXP) stake by 0.91% in Q3 2026, selling an estimated $5.01K and leaving 1,625 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #101.

Peterson Wealth Services first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $599K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Peterson Wealth Services held 1,625 shares of American Express worth $494K as of Q3 2026.
  • Peterson Wealth Services sold 15 American Express shares in Q3 2026, an estimated $5.01K.
  • American Express made up 0.1% of Peterson Wealth Services's portfolio in Q3 2026, its #101 holding.
  • Peterson Wealth Services first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's American Express position peaked at $599K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.