Sterling Wealth Management’s American Express AXP Stock Holding History

Sterling 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	$1.55M	Sell	5,134 -1	-0%	-$335	0.43%	32
2025 Q4	$1.9M	Sell	5,135 -1	-0%	-$358	0.54%	31
2025 Q3	$1.71M	Hold	5,136	–	–	0.52%	32
2025 Q2	$1.64M	Buy	+5,136	New	+$1.45M	0.56%	32
2024 Q4	$1.52M	Hold	5,128	–	–	0.56%	31
2024 Q3	$1.39M	Hold	5,128	–	–	0.52%	33
2024 Q2	$1.19M	Hold	5,128	–	–	0.56%	32
2024 Q1	$1.17M	Hold	5,128	–	–	0.58%	29
2023 Q4	$961K	Buy	+5,128	New	+$825K	0.54%	27

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

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

Sterling Wealth Management reduced its American Express (AXP) stake by 0.02% in Q1 2026, selling an estimated $335 and leaving 5,134 shares worth $1.55M. The position accounts for 0.43% of the portfolio, ranked #32.

Sterling Wealth Management first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.9M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sterling Wealth Management held 5,134 shares of American Express worth $1.55M as of Q1 2026.
Sterling Wealth Management sold 1 American Express share in Q1 2026, an estimated $335.
American Express made up 0.43% of Sterling Wealth Management's portfolio in Q1 2026, its #32 holding.
Sterling Wealth Management first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's American Express position peaked at $1.9M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.