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Phoenix Wealth Advisors’s American Express AXP Stock Holding History

Phoenix Wealth Advisors’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 		$745K Sell
2,462
-245
-9% -$82.1K 0.29% 66
2025
Q4 		$1M Sell
2,707
-44
-2% -$15.7K 0.39% 55
2025
Q3 		$914K Buy
2,751
+619
+29% +$197K 0.35% 60
2025
Q2 		$680K Sell
2,132
-34
-2% -$9.57K 0.28% 67
2025
Q1 		$583K Buy
2,166
+23
+1% +$6.8K 0.25% 70
2024
Q4 		$636K Sell
2,143
-46
-2% -$13.2K 0.28% 68
2024
Q3 		$594K Sell
2,189
-8
-0.4% -$1.99K 0.28% 67
2024
Q2 		$508K Buy
2,197
+142
+7% +$32.9K 0.26% 70
2024
Q1 		$468K Sell
2,055
-17
-0.8% -$3.52K 0.29% 69
2023
Q4 		$390K Buy
2,072
+3
+0.1% +$483 0.27% 67
2023
Q3 		$309K Buy
2,069
+40
+2% +$6.54K 0.18% 80
2023
Q2 		$353K Sell
2,029
-7
-0.3% -$1.13K 0.21% 70
2023
Q1 		$336K Sell
2,036
-969
-32% -$161K 0.21% 66
2022
Q4 		$444K Buy
3,005
+161
+6% +$23.9K 0.27% 50
2022
Q3 		$384K Sell
2,844
-6
-0.2% -$908 0.38% 56
2022
Q2 		$395K Buy
2,850
+176
+7% +$29.1K 0.39% 52
2022
Q1 		$491K Buy
2,674
+217
+9% +$39.2K 0.51% 49
2021
Q4 		$402K Sell
2,457
-515
-17% -$87.8K 0.3% 76
2021
Q3 		$498K Buy
2,972
+32
+1% +$5.35K 0.37% 66
2021
Q2 		$499K Buy
2,940
+248
+9% +$38.8K 0.36% 68
2021
Q1 		$389K Buy
2,692
+602
+29% +$79.5K 0.3% 66
2020
Q4 		$253K Buy
+2,090
New +$231K 0.19% 88

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

Phoenix Wealth Advisors's AXP Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its American Express (AXP) stake by 9.1% in Q1 2026, selling an estimated $82.1K and leaving 2,462 shares worth $745K. The position accounts for 0.29% of the portfolio, ranked #66.

Phoenix Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Phoenix Wealth Advisors held 2,462 shares of American Express worth $745K as of Q1 2026.
  • Phoenix Wealth Advisors sold 245 American Express shares in Q1 2026, an estimated $82.1K.
  • American Express made up 0.29% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Phoenix Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's American Express position peaked at $1M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.