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SMART Wealth’s American Express AXP Stock Holding History

SMART 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 		$317K Buy
1,048
+188
+22% +$63K 0.09% 158
2025
Q4 		$318K Buy
860
+80
+10% +$28.6K 0.1% 143
2025
Q3 		$259K Buy
780
+140
+22% +$44.5K 0.1% 122
2025
Q2 		$204K Sell
640
-3,385
-84% -$953K 0.06% 164
2025
Q1 		$1.08M Buy
+4,025
New +$1.19M 0.39% 69

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SMART Wealth's AXP Position: Q1 2026 in Review

SMART Wealth increased its American Express (AXP) stake by 22% in Q1 2026, buying an estimated $63K and bringing the position to 1,048 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #158.

SMART Wealth first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q1 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • SMART Wealth held 1,048 shares of American Express worth $317K as of Q1 2026.
  • SMART Wealth bought 188 American Express shares in Q1 2026, an estimated $63K.
  • American Express made up 0.09% of SMART Wealth's portfolio in Q1 2026, its #158 holding.
  • SMART Wealth first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • SMART Wealth's American Express position peaked at $1.08M in Q1 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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