Quantum Private Wealth’s American Express AXP Stock Holding History

Quantum Private Wealth’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	$662K	Hold	2,190	–	–	0.2%	76
2025 Q4	$810K	Hold	2,190	–	–	0.24%	70
2025 Q3	$727K	Hold	2,190	–	–	0.21%	75
2025 Q2	$699K	Hold	2,190	–	–	0.23%	75
2025 Q1	$589K	Sell	2,190 -50	-2%	-$14.8K	0.22%	81
2024 Q4	$665K	Hold	2,240	–	–	0.21%	83
2024 Q3	$607K	Hold	2,240	–	–	0.21%	91
2024 Q2	$519K	Hold	2,240	–	–	0.18%	97
2024 Q1	$510K	Hold	2,240	–	–	0.19%	103
2023 Q4	$420K	Hold	2,240	–	–	0.18%	116
2023 Q3	$334K	Hold	2,240	–	–	0.16%	128
2023 Q2	$390K	Hold	2,240	–	–	0.18%	120
2023 Q1	$369K	Hold	2,240	–	–	0.2%	116
2022 Q4	$331K	Hold	2,240	–	–	0.21%	115
2022 Q3	$302K	Hold	2,240	–	–	0.19%	120
2022 Q2	$310K	Hold	2,240	–	–	0.18%	120
2022 Q1	$418K	Hold	2,240	–	–	0.18%	116
2021 Q4	$366K	Buy	+2,240	New	+$382K	0.14%	137

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

Quantum Private Wealth's AXP Position: Q1 2026 in Review

Quantum Private Wealth held its American Express (AXP) position steady in Q1 2026 at 2,190 shares worth $662K. The position accounts for 0.2% of the portfolio, ranked #76.

Quantum Private Wealth first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $810K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Quantum Private Wealth held 2,190 shares of American Express worth $662K as of Q1 2026.
Quantum Private Wealth left its American Express share count unchanged in Q1 2026.
American Express made up 0.2% of Quantum Private Wealth's portfolio in Q1 2026, its #76 holding.
Quantum Private Wealth first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Quantum Private Wealth's American Express position peaked at $810K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.