Pursue Wealth Partners’s American Express AXP Stock Holding History

Pursue 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	$847K	Hold	2,800	–	–	0.51%	49
2025 Q4	$1.04M	Hold	2,800	–	–	0.5%	44
2025 Q3	$930K	Hold	2,800	–	–	0.51%	49
2025 Q2	$893K	Hold	2,800	–	–	0.51%	50
2025 Q1	$753K	Hold	2,800	–	–	0.46%	53
2024 Q4	$831K	Hold	2,800	–	–	0.48%	52
2024 Q3	$759K	Hold	2,800	–	–	0.42%	46
2024 Q2	$648K	Buy	2,800 +300	+12%	+$69.5K	0.35%	51
2024 Q1	$569K	Hold	2,500	–	–	0.34%	56
2023 Q4	$468K	Hold	2,500	–	–	0.3%	60
2023 Q3	$373K	Hold	2,500	–	–	0.26%	65
2023 Q2	$436K	Hold	2,500	–	–	0.27%	67
2023 Q1	$412K	Hold	2,500	–	–	0.28%	68
2022 Q4	$369K	Hold	2,500	–	–	0.29%	73
2022 Q3	$337K	Hold	2,500	–	–	0.24%	79
2022 Q2	$347K	Sell	2,500 -2,000	-44%	-$330K	0.22%	80
2022 Q1	$821K	Hold	4,500	–	–	0.34%	63
2021 Q4	$736K	Buy	+4,500	New	+$767K	0.28%	74

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

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

Pursue Wealth Partners held its American Express (AXP) position steady in Q1 2026 at 2,800 shares worth $847K. The position accounts for 0.51% of the portfolio, ranked #49.

Pursue Wealth Partners first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pursue Wealth Partners held 2,800 shares of American Express worth $847K as of Q1 2026.
Pursue Wealth Partners left its American Express share count unchanged in Q1 2026.
American Express made up 0.51% of Pursue Wealth Partners's portfolio in Q1 2026, its #49 holding.
Pursue Wealth Partners first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's American Express position peaked at $1.04M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.