Signal Advisors Wealth’s American Express AXP Stock Holding History

Signal Advisors Wealth’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	–	Sell	-654	Closed	-$242K	–	584
2025 Q4	$242K	Sell	654 -6	-0.9%	-$2.15K	0.02%	457
2025 Q3	$219K	Sell	660 -175	-21%	-$55.7K	0.02%	425
2025 Q2	$266K	Sell	835 -4,201	-83%	-$1.18M	0.02%	397
2025 Q1	$1.35M	Sell	5,036 -188	-4%	-$55.6K	0.13%	152
2024 Q4	$1.55M	Sell	5,224 -210	-4%	-$60.3K	0.18%	129
2024 Q3	$1.47M	Buy	+5,434	New	+$1.35M	0.21%	115
2024 Q2	–	Sell	-925	Closed	-$211K	–	87
2024 Q1	$211K	Buy	+925	New	+$192K	0.05%	280

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

Signal Advisors Wealth's AXP Position: Q1 2026 in Review

Signal Advisors Wealth sold out of American Express (AXP) in Q1 2026, closing a stake of 654 shares — an estimated $242K sold.

Signal Advisors Wealth first reported a position in AXP in Q1 2024 and held it in 7 quarters. The position peaked at $1.55M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Signal Advisors Wealth reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Signal Advisors Wealth sold 654 American Express shares in Q1 2026, an estimated $242K.
Signal Advisors Wealth first reported a position in American Express in Q1 2024 and held it in 7 quarters.
Signal Advisors Wealth's American Express position peaked at $1.55M in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.