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Principle Wealth Partners’s American Express AXP Stock Holding History

Principle 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 		$2.57M Sell
8,496
-101
-1% -$33.9K 0.15% 112
2025
Q4 		$3.18M Buy
8,597
+43
+0.5% +$15.4K 0.18% 101
2025
Q3 		$2.84M Sell
8,554
-272
-3% -$86.5K 0.16% 103
2025
Q2 		$2.82M Sell
8,826
-190
-2% -$53.5K 0.18% 102
2025
Q1 		$2.43M Buy
9,016
+685
+8% +$202K 0.17% 113
2024
Q4 		$2.47M Sell
8,331
-50
-0.6% -$14.4K 0.17% 112
2024
Q3 		$2.27M Hold
8,381
– – 0.16% 116
2024
Q2 		$1.94M Hold
8,381
– – 0.15% 122
2024
Q1 		$1.91M Buy
8,381
+107
+1% +$22.2K 0.15% 122
2023
Q4 		$1.55M Buy
8,274
+1,810
+28% +$291K 0.13% 129
2023
Q3 		$964K Sell
6,464
-120
-2% -$19.6K 0.1% 148
2023
Q2 		$1.15M Buy
6,584
+225
+4% +$36.3K 0.12% 131
2023
Q1 		$1.05M Hold
6,359
– – 0.11% 133
2022
Q4 		$940K Hold
6,359
– – 0.11% 137
2022
Q3 		$888 Buy
6,359
+590
+10% +$89.3K 0.08% 130
2022
Q2 		$799K Buy
5,769
+450
+8% +$74.3K 0.1% 153
2022
Q1 		$994K Buy
5,319
+500
+10% +$90.3K 0.1% 137
2021
Q4 		$789K Sell
4,819
-600
-11% -$102K 0.08% 160
2021
Q3 		$908K Sell
5,419
-425
-7% -$71.1K 0.1% 137
2021
Q2 		$966K Buy
5,844
+100
+2% +$15.7K 0.11% 134
2021
Q1 		$813K Sell
5,744
-102
-2% -$13.5K 0.1% 141
2020
Q4 		$707K Buy
5,846
+1,627
+39% +$180K 0.09% 143
2020
Q3 		$423K Hold
4,219
– – 0.12% 98
2020
Q2 		$401K Buy
+4,219
New +$388K 0.12% 101
2020
Q1 		– Sell
-4,219
Closed -$525K – 142
2019
Q4 		$525K Sell
4,219
-600
-12% -$71.7K 0.17% 98
2019
Q3 		$570K Buy
4,819
+1,234
+34% +$151K 0.2% 88
2019
Q2 		$443K Hold
3,585
– – 0.23% 83
2019
Q1 		$392K Buy
3,585
+1,287
+56% +$135K 0.22% 80
2018
Q4 		$219K Buy
+2,298
New +$240K 0.18% 104

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

Principle Wealth Partners's AXP Position: Q1 2026 in Review

Principle Wealth Partners reduced its American Express (AXP) stake by 1.2% in Q1 2026, selling an estimated $33.9K and leaving 8,496 shares worth $2.57M. The position accounts for 0.15% of the portfolio, ranked #112.

Principle Wealth Partners first reported a position in AXP in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.18M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Principle Wealth Partners held 8,496 shares of American Express worth $2.57M as of Q1 2026.
  • Principle Wealth Partners sold 101 American Express shares in Q1 2026, an estimated $33.9K.
  • American Express made up 0.15% of Principle Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Principle Wealth Partners first reported a position in American Express in Q4 2018 and has held it in 29 quarters since.
  • Principle Wealth Partners's American Express position peaked at $3.18M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.