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

Signature Wealth Management Partners’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	$614K	Hold	2,029	–	–	0.31%	63
2025 Q4	$751K	Hold	2,029	–	–	0.37%	52
2025 Q3	$674K	Hold	2,029	–	–	0.35%	55
2025 Q2	$647K	Buy	2,029 +19	+0.9%	+$5.35K	0.37%	50
2025 Q1	$541K	Sell	2,010 -126	-6%	-$37.2K	0.35%	54
2024 Q4	$634K	Sell	2,136 -35	-2%	-$10.1K	0.44%	48
2024 Q3	$589K	Hold	2,171	–	–	0.43%	51
2024 Q2	$503K	Hold	2,171	–	–	0.38%	54
2024 Q1	$494K	Hold	2,171	–	–	0.4%	56
2023 Q4	$407K	Hold	2,171	–	–	0.36%	61
2023 Q3	$324K	Hold	2,171	–	–	0.32%	66
2023 Q2	$378K	Buy	2,171 +275	+15%	+$44.4K	0.35%	62
2023 Q1	$313K	Hold	1,896	–	–	0.29%	74
2022 Q4	$280K	Hold	1,896	–	–	0.28%	78
2022 Q3	$256K	Hold	1,896	–	–	0.28%	76
2022 Q2	$263K	Hold	1,896	–	–	0.27%	80
2022 Q1	$355K	Sell	1,896 -1,000	-35%	-$181K	0.3%	75
2021 Q4	$474K	Hold	2,896	–	–	0.4%	59
2021 Q3	$485K	Sell	2,896 -200	-6%	-$33.4K	0.44%	58
2021 Q2	$512K	Hold	3,096	–	–	0.46%	54
2021 Q1	$438K	Hold	3,096	–	–	0.42%	61
2020 Q4	$374K	Buy	+3,096	New	+$343K	0.37%	61

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

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

Signature Wealth Management Partners held its American Express (AXP) position steady in Q1 2026 at 2,029 shares worth $614K. The position accounts for 0.31% of the portfolio, ranked #63.

Signature Wealth Management Partners first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $751K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Signature Wealth Management Partners held 2,029 shares of American Express worth $614K as of Q1 2026.
Signature Wealth Management Partners left its American Express share count unchanged in Q1 2026.
American Express made up 0.31% of Signature Wealth Management Partners's portfolio in Q1 2026, its #63 holding.
Signature Wealth Management Partners first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Signature Wealth Management Partners's American Express position peaked at $751K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.