QWM
AXP icon

Quadcap Wealth Management’s American Express AXP Stock Holding History

Quadcap 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 		$242K Buy
801
+37
+5% +$12.4K 0.03% 341
2025
Q4 		$282K Buy
764
+14
+2% +$5.01K 0.03% 321
2025
Q3 		$249K Sell
750
-169
-18% -$53.8K 0.03% 351
2025
Q2 		$293K Sell
919
-21
-2% -$5.91K 0.04% 320
2025
Q1 		$253K Buy
940
+43
+5% +$12.7K 0.04% 328
2024
Q4 		$266K Buy
897
+3
+0.3% +$862 0.04% 325
2024
Q3 		$242K Buy
894
+1
+0.1% +$249 0.04% 334
2024
Q2 		$207K Buy
+893
New +$207K 0.04% 364

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Quadcap Wealth Management increased its American Express (AXP) stake by 4.8% in Q1 2026, buying an estimated $12.4K and bringing the position to 801 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #341.

Quadcap Wealth Management first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $293K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Quadcap Wealth Management held 801 shares of American Express worth $242K as of Q1 2026.
  • Quadcap Wealth Management bought 37 American Express shares in Q1 2026, an estimated $12.4K.
  • American Express made up 0.03% of Quadcap Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Quadcap Wealth Management first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • Quadcap Wealth Management's American Express position peaked at $293K in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.