QP Wealth Management’s American Express AXP Stock Holding History

QP Wealth 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	–	Sell	-821	Closed	-$304K	–	72
2025 Q4	$304K	Buy	+821	New	+$294K	0.27%	76

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

QP Wealth Management's AXP Position: Q1 2026 in Review

QP Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 821 shares — an estimated $304K sold.

QP Wealth Management first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $304K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

QP Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 821 American Express shares in Q1 2026, an estimated $304K.
QP Wealth Management first reported a position in American Express in Q4 2025 and held it in 1 quarter.
QP Wealth Management's American Express position peaked at $304K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.