Potentia Wealth’s American Express AXP Stock Holding History

Potentia Wealth’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	–	Sell	-650	Closed	-$241K	–	93
2025 Q4	$241K	Hold	650	–	–	0.09%	87
2025 Q3	$216K	Buy	650 +1	+0.2%	+$318	0.08%	91
2025 Q2	$207K	Buy	+649	New	+$183K	0.12%	68

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Potentia Wealth's AXP Position: Q1 2026 in Review

Potentia Wealth sold out of American Express (AXP) in Q1 2026, closing a stake of 650 shares — an estimated $241K sold.

Potentia Wealth first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Potentia Wealth reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Potentia Wealth sold 650 American Express shares in Q1 2026, an estimated $241K.
Potentia Wealth first reported a position in American Express in Q2 2025 and held it in 3 quarters.
Potentia Wealth's American Express position peaked at $241K in Q4 2025.
2,891 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.