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Sage Private Wealth Group’s American Express AXP Stock Holding History

Sage Private Wealth Group’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 		$542K Sell
1,793
-32
-2% -$10.7K 0.27% 48
2025
Q4 		$675K Buy
1,825
+59
+3% +$21.1K 0.36% 36
2025
Q3 		$587K Sell
1,766
-5
-0.3% -$1.59K 0.33% 43
2025
Q2 		$565K Sell
1,771
-87
-5% -$24.5K 0.36% 33
2025
Q1 		$500K Buy
1,858
+9
+0.5% +$2.66K 0.38% 34
2024
Q4 		$549K Sell
1,849
-49
-3% -$14.1K 0.41% 30
2024
Q3 		$515K Sell
1,898
-64
-3% -$15.9K 0.41% 32
2024
Q2 		$454K Sell
1,962
-331
-14% -$76.7K 0.38% 37
2024
Q1 		$522K Sell
2,293
-192
-8% -$39.8K 0.42% 31
2023
Q4 		$466K Buy
2,485
+369
+17% +$59.4K 0.42% 27
2023
Q3 		$316K Buy
2,116
+45
+2% +$7.36K 0.43% 34
2023
Q2 		$361K Sell
2,071
-75
-3% -$12.1K 0.49% 25
2023
Q1 		$354K Sell
2,146
-148
-6% -$24.6K 0.41% 24
2022
Q4 		$339K Buy
2,294
+1
+0% +$148 0.4% 26
2022
Q3 		$309K Sell
2,293
-10
-0.4% -$1.51K 0.41% 27
2022
Q2 		$319K Sell
2,303
-157
-6% -$25.9K 0.46% 30
2022
Q1 		$460K Buy
2,460
+12
+0.5% +$2.17K 0.45% 19
2021
Q4 		$400K Buy
2,448
+28
+1% +$4.78K 0.5% 22
2021
Q3 		$405K Sell
2,420
-60
-2% -$10K 0.56% 18
2021
Q2 		$410K Buy
2,480
+4
+0.2% +$626 0.55% 20
2021
Q1 		$350K Sell
2,476
-401
-14% -$53K 0.6% 21
2020
Q4 		$348K Buy
+2,877
New +$319K 0.97% 19

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sage Private Wealth Group's AXP Position: Q1 2026 in Review

Sage Private Wealth Group reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $10.7K and leaving 1,793 shares worth $542K. The position accounts for 0.27% of the portfolio, ranked #48.

Sage Private Wealth Group first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $675K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sage Private Wealth Group held 1,793 shares of American Express worth $542K as of Q1 2026.
  • Sage Private Wealth Group sold 32 American Express shares in Q1 2026, an estimated $10.7K.
  • American Express made up 0.27% of Sage Private Wealth Group's portfolio in Q1 2026, its #48 holding.
  • Sage Private Wealth Group first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's American Express position peaked at $675K in Q4 2025.
  • 2,891 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.