Sendero Wealth Management’s American Express AXP Stock Holding History

Sendero 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	$807K	Sell	2,668 -40	-1%	-$13.4K	0.09%	125
2025 Q4	$1M	Buy	2,708 +28	+1%	+$10K	0.11%	105
2025 Q3	$890K	Sell	2,680 -641	-19%	-$204K	0.1%	110
2025 Q2	$1.06M	Buy	3,321 +21	+0.6%	+$5.91K	0.13%	95
2025 Q1	$888K	Sell	3,300 -195	-6%	-$57.6K	0.12%	98
2024 Q4	$1.04M	Buy	3,495 +33	+1%	+$9.48K	0.15%	82
2024 Q3	$939K	Hold	3,462	–	–	0.15%	82
2024 Q2	$802K	Sell	3,462 -13,286	-79%	-$3.08M	0.13%	88
2024 Q1	$3.81M	Sell	16,748 -3,332	-17%	-$691K	0.66%	30
2023 Q4	$3.76M	Buy	20,080 +17,266	+614%	+$2.78M	0.71%	30
2023 Q3	$420K	Hold	2,814	–	–	0.09%	120
2023 Q2	$490K	Buy	+2,814	New	+$454K	0.11%	111

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

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

Sendero Wealth Management reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $13.4K and leaving 2,668 shares worth $807K. The position accounts for 0.09% of the portfolio, ranked #125.

Sendero Wealth Management first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.81M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sendero Wealth Management held 2,668 shares of American Express worth $807K as of Q1 2026.
Sendero Wealth Management sold 40 American Express shares in Q1 2026, an estimated $13.4K.
American Express made up 0.09% of Sendero Wealth Management's portfolio in Q1 2026, its #125 holding.
Sendero Wealth Management first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's American Express position peaked at $3.81M in Q1 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.