Scissortail Wealth Management’s American Express AXP Stock Holding History

Scissortail Wealth Management’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	$913K	Hold	3,017	–	–	0.18%	72
2025 Q4	$1.12M	Hold	3,017	–	–	0.25%	65
2025 Q3	$1M	Hold	3,017	–	–	0.22%	68
2025 Q2	$962K	Sell	3,017 -20	-0.7%	-$5.63K	0.23%	67
2025 Q1	$817K	Buy	3,037 +20	+0.7%	+$5.91K	0.21%	71
2024 Q4	$895K	Buy	3,017 +3,014	+100,467%	+$866K	0.23%	73
2024 Q3	$818K	Sell	3 -2,997	-100%	-$746K	0.2%	72
2024 Q2	$695K	Hold	3,000	–	–	0.18%	75
2024 Q1	$683K	Sell	3,000 -1,539	-34%	-$319K	0.18%	74
2023 Q4	$912K	Buy	4,539 +1,539	+51%	+$248K	0.29%	68
2023 Q3	$425K	Hold	3,000	–	–	0.33%	40
2023 Q2	$531K	Sell	3,000 -34	-1%	-$5.49K	0.44%	34
2023 Q1	$500K	Buy	+3,034	New	+$503K	0.45%	36
2022 Q4	–	Sell	-3,000	Closed	-$431K	–	124
2022 Q3	$431K	Hold	3,000	–	–	0.22%	61
2022 Q2	$491K	Hold	3,000	–	–	0.19%	59
2022 Q1	$493K	Hold	3,000	–	–	0.24%	62
2021 Q4	$491K	Buy	+3,000	New	+$512K	0.19%	59

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

Scissortail Wealth Management's AXP Position: Q1 2026 in Review

Scissortail Wealth Management held its American Express (AXP) position steady in Q1 2026 at 3,017 shares worth $913K. The position accounts for 0.18% of the portfolio, ranked #72.

Scissortail Wealth Management first reported a position in AXP in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.12M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Scissortail Wealth Management held 3,017 shares of American Express worth $913K as of Q1 2026.
Scissortail Wealth Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.18% of Scissortail Wealth Management's portfolio in Q1 2026, its #72 holding.
Scissortail Wealth Management first reported a position in American Express in Q4 2021 and has held it in 17 quarters since.
Scissortail Wealth Management's American Express position peaked at $1.12M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.