Premier Path Wealth Partners’s American Express AXP Stock Holding History

Premier Path Wealth Partners’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	$1.9M	Buy	6,284 +631	+11%	+$212K	0.25%	93
2025 Q4	$2.09M	Buy	5,653 +171	+3%	+$61.2K	0.27%	82
2025 Q3	$1.82M	Sell	5,482 -8	-0.1%	-$2.54K	0.23%	91
2025 Q2	$1.75M	Buy	5,490 +824	+18%	+$232K	0.24%	98
2025 Q1	$1.26M	Buy	4,666 +128	+3%	+$37.8K	0.2%	128
2024 Q4	$1.35M	Buy	4,538 +7	+0.2%	+$2.01K	0.21%	111
2024 Q3	$1.23M	Sell	4,531 -10	-0.2%	-$2.49K	0.19%	132
2024 Q2	$1.05M	Sell	4,541 -10	-0.2%	-$2.32K	0.18%	140
2024 Q1	$1.04M	Sell	4,551 -303	-6%	-$62.8K	0.2%	136
2023 Q4	$907K	Buy	+4,854	New	+$781K	0.2%	129

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 $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Premier Path Wealth Partners's AXP Position: Q1 2026 in Review

Premier Path Wealth Partners increased its American Express (AXP) stake by 11% in Q1 2026, buying an estimated $212K and bringing the position to 6,284 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #93.

Premier Path Wealth Partners first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Premier Path Wealth Partners held 6,284 shares of American Express worth $1.9M as of Q1 2026.
Premier Path Wealth Partners bought 631 American Express shares in Q1 2026, an estimated $212K.
American Express made up 0.25% of Premier Path Wealth Partners's portfolio in Q1 2026, its #93 holding.
Premier Path Wealth Partners first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's American Express position peaked at $2.09M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.