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Phillips Wealth Planners’s American Express AXP Stock Holding History

Phillips Wealth Planners’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 		$570K Buy
1,824
+50
+3% +$16.8K 0.43% 74
2025
Q4 		$638K Buy
1,774
+201
+13% +$71.9K 0.51% 59
2025
Q3 		$522K Buy
1,573
+297
+23% +$94.5K 0.43% 71
2025
Q2 		$404K Sell
1,276
-128
-9% -$36K 0.37% 94
2025
Q1 		$353K Buy
1,404
+464
+49% +$137K 0.37% 89
2024
Q4 		$276K Buy
940
+96
+11% +$27.6K 0.28% 127
2024
Q3 		$238K Buy
+844
New +$210K 0.23% 163

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

Phillips Wealth Planners's AXP Position: Q1 2026 in Review

Phillips Wealth Planners increased its American Express (AXP) stake by 2.8% in Q1 2026, buying an estimated $16.8K and bringing the position to 1,824 shares worth $570K. The position accounts for 0.43% of the portfolio, ranked #74.

Phillips Wealth Planners first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $638K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Phillips Wealth Planners held 1,824 shares of American Express worth $570K as of Q1 2026.
  • Phillips Wealth Planners bought 50 American Express shares in Q1 2026, an estimated $16.8K.
  • American Express made up 0.43% of Phillips Wealth Planners's portfolio in Q1 2026, its #74 holding.
  • Phillips Wealth Planners first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Phillips Wealth Planners's American Express position peaked at $638K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.