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Pine Harbor Wealth Management’s American Express AXP Stock Holding History

Pine Harbor Wealth Management’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 		$218K Hold
720
– – 0.07% 97
2025
Q4 		$266K Hold
720
– – 0.08% 84
2025
Q3 		$239K Buy
720
+21
+3% +$6.68K 0.08% 98
2025
Q2 		$223K Buy
+699
New +$197K 0.08% 95
2025
Q1 		– Sell
-699
Closed -$207K – 96
2024
Q4 		$207K Buy
+699
New +$201K 0.08% 97

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

Pine Harbor Wealth Management's AXP Position: Q1 2026 in Review

Pine Harbor Wealth Management held its American Express (AXP) position steady in Q1 2026 at 720 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #97.

Pine Harbor Wealth Management first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $266K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Pine Harbor Wealth Management held 720 shares of American Express worth $218K as of Q1 2026.
  • Pine Harbor Wealth Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.07% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Pine Harbor Wealth Management first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • Pine Harbor Wealth Management's American Express position peaked at $266K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.