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Signature Wealth Management Group’s American Express AXP Stock Holding History

Signature Wealth Management Group’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 		$944K Sell
3,122
-4,733
-60% -$1.59M 0.36% 68
2025
Q4 		$2.91M Sell
7,855
-861
-10% -$308K 1.18% 37
2025
Q3 		$2.89M Sell
8,716
-79
-0.9% -$25.1K 1.12% 34
2025
Q2 		$2.81M Sell
8,795
-107
-1% -$30.1K 1.11% 36
2025
Q1 		$2.39M Sell
8,902
-85
-0.9% -$25.1K 0.93% 40
2024
Q4 		$2.67M Buy
8,987
+202
+2% +$58K 1.07% 38
2024
Q3 		$2.38M Buy
8,785
+22
+0.3% +$5.48K 0.96% 39
2024
Q2 		$2.03M Sell
8,763
-224
-2% -$51.9K 0.89% 41
2024
Q1 		$2.08M Buy
8,987
+88
+1% +$18.2K 0.94% 37
2023
Q4 		$1.67M Buy
+8,899
New +$1.43M 0.77% 44
2023
Q2 		$1.29M Sell
7,425
-175
-2% -$28.2K 0.6% 58
2023
Q1 		$1.25M Sell
7,600
-3,814
-33% -$633K 0.59% 56
2022
Q4 		$1.69M Sell
11,414
-1,927
-14% -$286K 0.82% 44
2022
Q3 		$1.8M Sell
13,341
-269
-2% -$40.7K 0.91% 45
2022
Q2 		$1.89M Buy
13,610
+574
+4% +$94.8K 0.92% 48
2022
Q1 		$2.44M Sell
13,036
-510
-4% -$92.1K 1.1% 45
2021
Q4 		$2.22M Buy
13,546
+1,275
+10% +$217K 1.12% 46
2021
Q3 		$2.06M Buy
12,271
+1,480
+14% +$247K 1.14% 43
2021
Q2 		$1.78M Buy
10,791
+104
+1% +$16.3K 0.99% 43
2021
Q1 		$1.51M Buy
10,687
+437
+4% +$57.7K 0.89% 45
2020
Q4 		$1.24M Buy
10,250
+980
+11% +$109K 0.78% 49
2020
Q3 		$929K Buy
9,270
+360
+4% +$35.4K 0.67% 49
2020
Q2 		$848K Buy
8,910
+1,566
+21% +$144K 0.65% 48
2020
Q1 		$629K Buy
7,344
+238
+3% +$27.7K 0.55% 54
2019
Q4 		$885K Buy
+7,106
New +$849K 0.56% 44
2018
Q4 		– Sell
-1,301
Closed -$132K – 88
2018
Q3 		$132K Sell
1,301
-4,356
-77% -$453K 0.1% 75
2018
Q2 		$554K Buy
5,657
+335
+6% +$32.9K 0.41% 43
2018
Q1 		$496K Buy
5,322
+257
+5% +$24.9K 0.38% 43
2017
Q4 		$503K Buy
+5,065
New +$482K 0.37% 44

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Signature Wealth Management Group's AXP Position: Q1 2026 in Review

Signature Wealth Management Group reduced its American Express (AXP) stake by 60% in Q1 2026, selling an estimated $1.59M and leaving 3,122 shares worth $944K. The position accounts for 0.36% of the portfolio, ranked #68.

Signature Wealth Management Group first reported a position in AXP in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.91M in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Signature Wealth Management Group held 3,122 shares of American Express worth $944K as of Q1 2026.
  • Signature Wealth Management Group sold 4,733 American Express shares in Q1 2026, an estimated $1.59M.
  • American Express made up 0.36% of Signature Wealth Management Group's portfolio in Q1 2026, its #68 holding.
  • Signature Wealth Management Group first reported a position in American Express in Q4 2017 and has held it in 29 quarters since.
  • Signature Wealth Management Group's American Express position peaked at $2.91M in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.