QWP
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Quotient Wealth Partners’s American Express AXP Stock Holding History

Quotient 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 		$926K Sell
3,062
-21
-0.7% -$7.04K 0.02% 125
2025
Q4 		$1.14M Buy
3,083
+48
+2% +$17.2K 0.03% 109
2025
Q3 		$1.01M Buy
3,035
+83
+3% +$26.4K 0.03% 119
2025
Q2 		$942K Buy
2,952
+572
+24% +$161K 0.03% 120
2025
Q1 		$640K Buy
2,380
+16
+0.7% +$4.73K 0.02% 152
2024
Q4 		$702K Buy
2,364
+327
+16% +$93.9K 0.02% 136
2024
Q3 		$553K Buy
2,037
+73
+4% +$18.2K 0.02% 163
2024
Q2 		$455K Buy
1,964
+237
+14% +$54.9K 0.02% 183
2024
Q1 		$393K Sell
1,727
-21
-1% -$4.35K 0.01% 203
2023
Q4 		$327K Buy
+1,748
New +$281K 0.01% 214

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

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

Quotient Wealth Partners reduced its American Express (AXP) stake by 0.68% in Q1 2026, selling an estimated $7.04K and leaving 3,062 shares worth $926K. The position accounts for 0.02% of the portfolio, ranked #125.

Quotient Wealth Partners first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.14M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Quotient Wealth Partners held 3,062 shares of American Express worth $926K as of Q1 2026.
  • Quotient Wealth Partners sold 21 American Express shares in Q1 2026, an estimated $7.04K.
  • American Express made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Quotient Wealth Partners first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's American Express position peaked at $1.14M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.