Prestige Wealth Management Group’s American Express AXP Stock Holding History

Prestige Wealth Management Group’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	$216K	Sell	713 -1,002	-58%	-$336K	0.04%	157
2025 Q4	$634K	Buy	1,715 +48	+3%	+$17.2K	0.12%	90
2025 Q3	$554K	Buy	1,667 +985	+144%	+$313K	0.11%	101
2025 Q2	$218K	Hold	682	–	–	0.04%	161
2025 Q1	$183K	Hold	682	–	–	0.04%	157
2024 Q4	$202K	Hold	682	–	–	0.04%	160
2024 Q3	$185K	Sell	682 -1,434	-68%	-$357K	0.04%	158
2024 Q2	$490K	Buy	2,116 +1,434	+210%	+$332K	0.11%	89
2024 Q1	$155K	Sell	682 -1,786	-72%	-$370K	0.03%	170
2023 Q4	$462K	Buy	2,468 +202	+9%	+$32.5K	0.1%	88
2023 Q3	$338K	Buy	2,266 +1,584	+232%	+$259K	0.08%	103
2023 Q2	$119K	Hold	682	–	–	0.03%	192
2023 Q1	$112K	Sell	682 -35	-5%	-$5.81K	0.03%	178
2022 Q4	$106K	Buy	717 +46	+7%	+$6.82K	0.03%	188
2022 Q3	$91K	Sell	671 -69	-9%	-$10.4K	0.03%	176
2022 Q2	$103K	Sell	740 -128	-15%	-$21.1K	0.03%	173
2022 Q1	$162K	Buy	868 +6	+0.7%	+$1.08K	0.04%	154
2021 Q4	$141K	Hold	862	–	–	0.03%	169
2021 Q3	$145K	Hold	862	–	–	0.04%	160
2021 Q2	$142K	Sell	862 -61	-7%	-$9.55K	0.04%	159
2021 Q1	$130K	Hold	923	–	–	0.04%	159
2020 Q4	$111K	Sell	923 -43	-4%	-$4.76K	0.03%	167
2020 Q3	$97K	Sell	966 -1,404	-59%	-$138K	0.03%	177
2020 Q2	$225K	Buy	2,370 +343	+17%	+$31.6K	0.08%	88
2020 Q1	$173K	Buy	2,027 +1,856	+1,085%	+$216K	0.07%	87
2019 Q4	$21K	Hold	171	–	–	0.01%	288
2019 Q3	$20K	Sell	171 -225	-57%	-$27.6K	0.01%	275
2019 Q2	$49K	Buy	396 +154	+64%	+$18.1K	0.03%	198
2019 Q1	$26K	Sell	242 -400	-62%	-$42K	0.02%	242
2018 Q4	$61K	Buy	+642	New	+$67.2K	0.04%	172

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

Prestige Wealth Management Group's AXP Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its American Express (AXP) stake by 58% in Q1 2026, selling an estimated $336K and leaving 713 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #157.

Prestige Wealth Management Group first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $634K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Prestige Wealth Management Group held 713 shares of American Express worth $216K as of Q1 2026.
Prestige Wealth Management Group sold 1,002 American Express shares in Q1 2026, an estimated $336K.
American Express made up 0.04% of Prestige Wealth Management Group's portfolio in Q1 2026, its #157 holding.
Prestige Wealth Management Group first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's American Express position peaked at $634K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.