PJWM
AXP icon

Philip James Wealth Mangement’s American Express AXP Stock Holding History

Philip James Wealth Mangement’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 		$638K Hold
2,109
– – 0.07% 101
2025
Q4 		$780K Hold
2,109
– – 0.09% 97
2025
Q3 		$701K Sell
2,109
-7
-0.3% -$2.23K 0.08% 101
2025
Q2 		$675K Hold
2,116
– – 0.09% 97
2025
Q1 		$569K Buy
2,116
+4
+0.2% +$1.18K 0.07% 103
2024
Q4 		$627K Buy
2,112
+12
+0.6% +$3.45K 0.08% 97
2024
Q3 		$570K Buy
+2,100
New +$523K 0.07% 95

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

Philip James Wealth Mangement's AXP Position: Q1 2026 in Review

Philip James Wealth Mangement held its American Express (AXP) position steady in Q1 2026 at 2,109 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #101.

Philip James Wealth Mangement first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $780K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Philip James Wealth Mangement held 2,109 shares of American Express worth $638K as of Q1 2026.
  • Philip James Wealth Mangement left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.07% of Philip James Wealth Mangement's portfolio in Q1 2026, its #101 holding.
  • Philip James Wealth Mangement first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's American Express position peaked at $780K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.