Schneider Downs Wealth Management Advisors’s American Express AXP Stock Holding History

Schneider Downs Wealth Management Advisors’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	$257K	Sell	850 -59	-6%	-$19.8K	0.03%	135
2025 Q4	$336K	Buy	+909	New	+$325K	0.04%	117
2022 Q4	–	Sell	-1,921	Closed	-$259K	–	118
2022 Q3	$259K	Buy	1,921 +19	+1%	+$2.88K	0.08%	102
2022 Q2	$264K	Sell	1,902 -704	-27%	-$116K	0.07%	106
2022 Q1	$487K	Buy	2,606 +255	+11%	+$46.1K	0.12%	78
2021 Q4	$385K	Hold	2,351	–	–	0.09%	96
2021 Q3	$394K	Buy	2,351 +25	+1%	+$4.18K	0.1%	87
2021 Q2	$384K	Buy	2,326 +423	+22%	+$66.3K	0.1%	84
2021 Q1	$269K	Buy	+1,903	New	+$251K	0.07%	105

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

Schneider Downs Wealth Management Advisors's AXP Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its American Express (AXP) stake by 6.5% in Q1 2026, selling an estimated $19.8K and leaving 850 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #135.

Schneider Downs Wealth Management Advisors first reported a position in AXP in Q1 2021 and has held it in 9 quarters since. The position peaked at $487K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Schneider Downs Wealth Management Advisors held 850 shares of American Express worth $257K as of Q1 2026.
Schneider Downs Wealth Management Advisors sold 59 American Express shares in Q1 2026, an estimated $19.8K.
American Express made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #135 holding.
Schneider Downs Wealth Management Advisors first reported a position in American Express in Q1 2021 and has held it in 9 quarters since.
Schneider Downs Wealth Management Advisors's American Express position peaked at $487K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.