Private Wealth Asset Management’s American Express AXP Stock Holding History

Private Wealth Asset 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	$1.15M	Sell	3,799 -35	-0.9%	-$11.7K	0.12%	117
2025 Q4	$1.42M	Hold	3,834	–	–	0.15%	99
2025 Q3	$1.27M	Buy	3,834 +3	+0.1%	+$954	0.15%	99
2025 Q2	$1.22M	Sell	3,831 -4,952	-56%	-$1.39M	0.16%	98
2025 Q1	$2.36M	Buy	+8,783	New	+$2.6M	0.34%	54

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

Private Wealth Asset Management's AXP Position: Q1 2026 in Review

Private Wealth Asset Management reduced its American Express (AXP) stake by 0.91% in Q1 2026, selling an estimated $11.7K and leaving 3,799 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #117.

Private Wealth Asset Management first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.36M in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Private Wealth Asset Management held 3,799 shares of American Express worth $1.15M as of Q1 2026.
Private Wealth Asset Management sold 35 American Express shares in Q1 2026, an estimated $11.7K.
American Express made up 0.12% of Private Wealth Asset Management's portfolio in Q1 2026, its #117 holding.
Private Wealth Asset Management first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's American Express position peaked at $2.36M in Q1 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.