Sagespring Wealth Partners’s American Express AXP Stock Holding History

Sagespring 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	$6.81M	Buy	22,521 +165	+0.7%	+$55.3K	0.12%	96
2025 Q4	$8.27M	Buy	22,356 +1,745	+8%	+$624K	0.15%	83
2025 Q3	$6.85M	Buy	20,611 +2,440	+13%	+$776K	0.13%	85
2025 Q2	$5.8M	Buy	18,171 +1,906	+12%	+$536K	0.12%	91
2025 Q1	$4.38M	Buy	16,265 +2,905	+22%	+$859K	0.11%	102
2024 Q4	$3.97M	Buy	+13,360	New	+$3.84M	0.1%	93

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

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

Sagespring Wealth Partners increased its American Express (AXP) stake by 0.74% in Q1 2026, buying an estimated $55.3K and bringing the position to 22,521 shares worth $6.81M. The position accounts for 0.12% of the portfolio, ranked #96.

Sagespring Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.27M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sagespring Wealth Partners held 22,521 shares of American Express worth $6.81M as of Q1 2026.
Sagespring Wealth Partners bought 165 American Express shares in Q1 2026, an estimated $55.3K.
American Express made up 0.12% of Sagespring Wealth Partners's portfolio in Q1 2026, its #96 holding.
Sagespring Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's American Express position peaked at $8.27M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.