Private Wealth Partners’s American Express AXP Stock Holding History

Private 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	$2.93M	Buy	9,675 +1,073	+12%	+$360K	0.23%	58
2025 Q4	$3.18M	Sell	8,602 -2,001	-19%	-$716K	0.23%	58
2025 Q3	$3.52M	Hold	10,603	–	–	0.25%	56
2025 Q2	$3.38M	Hold	10,603	–	–	0.26%	55
2025 Q1	$2.85M	Sell	10,603 -680	-6%	-$201K	0.24%	59
2024 Q4	$3.35M	Hold	11,283	–	–	0.26%	55
2024 Q3	$3.06M	Buy	11,283 +70	+0.6%	+$17.4K	0.24%	54
2024 Q2	$2.6M	Hold	11,213	–	–	0.19%	57
2024 Q1	$2.55M	Hold	11,213	–	–	0.2%	54
2023 Q4	$2.1M	Hold	11,213	–	–	0.18%	57
2023 Q3	$1.67M	Hold	11,213	–	–	0.16%	58
2023 Q2	$1.95M	Hold	11,213	–	–	0.18%	56
2023 Q1	$1.85M	Hold	11,213	–	–	0.18%	54
2022 Q4	$1.66M	Hold	11,213	–	–	0.19%	59
2022 Q3	$1.51M	Hold	11,213	–	–	0.19%	54
2022 Q2	$1.55M	Hold	11,213	–	–	0.18%	58
2022 Q1	$2.1M	Hold	11,213	–	–	0.19%	61
2021 Q4	$1.83M	Hold	11,213	–	–	0.16%	61
2021 Q3	$1.88M	Hold	11,213	–	–	0.17%	62
2021 Q2	$1.85M	Hold	11,213	–	–	0.17%	63
2021 Q1	$1.59M	Sell	11,213 -15	-0.1%	-$1.98K	0.17%	60
2020 Q4	$1.36M	Sell	11,228 -15	-0.1%	-$1.66K	0.15%	69
2020 Q3	$1.13M	Hold	11,243	–	–	0.13%	67
2020 Q2	$1.07M	Sell	11,243 -25,518	-69%	-$2.35M	0.15%	65
2020 Q1	$3.15M	Sell	36,761 -1,690	-4%	-$197K	0.53%	37
2019 Q4	$4.79M	Buy	38,451 +4,520	+13%	+$540K	0.65%	38
2019 Q3	$4.01M	Buy	33,931 +10,920	+47%	+$1.34M	0.62%	41
2019 Q2	$2.84M	Buy	23,011 +14,086	+158%	+$1.65M	0.44%	42
2019 Q1	$976K	Buy	8,925 +400	+5%	+$42K	0.16%	67
2018 Q4	$813K	Hold	8,525	–	–	0.16%	62
2018 Q3	$908K	Hold	8,525	–	–	0.14%	74
2018 Q2	$835K	Hold	8,525	–	–	0.14%	77
2018 Q1	$795K	Hold	8,525	–	–	0.14%	81
2017 Q4	$847K	Hold	8,525	–	–	0.16%	80
2017 Q3	$771K	Hold	8,525	–	–	0.16%	82
2017 Q2	$718K	Hold	8,525	–	–	0.16%	74
2017 Q1	$674K	Sell	8,525 -1,050	-11%	-$82.1K	0.15%	73
2016 Q4	$709K	Sell	9,575 -500	-5%	-$34.6K	0.17%	69
2016 Q3	$645K	Hold	10,075	–	–	0.15%	78
2016 Q2	$612K	Hold	10,075	–	–	0.15%	83
2016 Q1	$619K	Sell	10,075 -34,575	-77%	-$2.01M	0.15%	83
2015 Q4	$3.1M	Sell	44,650 -2,030	-4%	-$148K	0.73%	41
2015 Q3	$3.46M	Sell	46,680 -11,860	-20%	-$912K	0.87%	39
2015 Q2	$4.55M	Hold	58,540	–	–	1.03%	32
2015 Q1	$4.57M	Buy	58,540 +4,525	+8%	+$376K	1.05%	28
2014 Q4	$5.03M	Buy	54,015 +700	+1%	+$62.8K	1.18%	25
2014 Q3	$4.67M	Buy	53,315 +50	+0.1%	+$4.5K	1.02%	25
2014 Q2	$5.05M	Buy	53,265 +200	+0.4%	+$18K	1.11%	26
2014 Q1	$4.78M	Buy	53,065 +65	+0.1%	+$5.81K	1.13%	23
2013 Q4	$4.81M	Sell	53,000 -1,350	-2%	-$111K	1.07%	24
2013 Q3	$4.11M	Buy	54,350 +100	+0.2%	+$7.52K	0.97%	31
2013 Q2	$4.06M	Buy	+54,250	New	+$3.86M	1.01%	28

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 Partners's AXP Position: Q1 2026 in Review

Private Wealth Partners increased its American Express (AXP) stake by 12% in Q1 2026, buying an estimated $360K and bringing the position to 9,675 shares worth $2.93M. The position accounts for 0.23% of the portfolio, ranked #58.

Private Wealth Partners first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.05M in Q2 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Private Wealth Partners held 9,675 shares of American Express worth $2.93M as of Q1 2026.
Private Wealth Partners bought 1,073 American Express shares in Q1 2026, an estimated $360K.
American Express made up 0.23% of Private Wealth Partners's portfolio in Q1 2026, its #58 holding.
Private Wealth Partners first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Private Wealth Partners's American Express position peaked at $5.05M in Q2 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.