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
2020 Q2	–	Sell	-2,600	Closed	-$21K	–	111
2020 Q1	$21K	Hold	2,600	–	–	﹤0.01%	117
2019 Q4	$1K	Buy	+2,600	New	+$311K	﹤0.01%	120
2019 Q3	–	Sell	-2,600	Closed	-$2K	–	125
2019 Q2	$2K	Buy	+2,600	New	+$305K	﹤0.01%	127

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.