Sandbox Financial Partners’s American Express AXP Stock Holding History

Sandbox Financial 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	$233K	Hold	770	–	–	0.07%	108
2025 Q4	$285K	Buy	770 +1	+0.1%	+$358	0.08%	98
2025 Q3	$256K	Sell	769 -24	-3%	-$7.63K	0.07%	103
2025 Q2	$253K	Sell	793 -65	-8%	-$18.3K	0.08%	101
2025 Q1	$231K	Buy	858 +1	+0.1%	+$296	0.08%	101
2024 Q4	$254K	Buy	857 +25	+3%	+$7.18K	0.08%	94
2024 Q3	$226K	Buy	+832	New	+$207K	0.08%	98

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

Sandbox Financial Partners's AXP Position: Q1 2026 in Review

Sandbox Financial Partners held its American Express (AXP) position steady in Q1 2026 at 770 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #108.

Sandbox Financial Partners first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sandbox Financial Partners held 770 shares of American Express worth $233K as of Q1 2026.
Sandbox Financial Partners left its American Express share count unchanged in Q1 2026.
American Express made up 0.07% of Sandbox Financial Partners's portfolio in Q1 2026, its #108 holding.
Sandbox Financial Partners first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Sandbox Financial Partners's American Express position peaked at $285K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.