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Stonehaven Wealth & Tax Solutions’s American Express AXP Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-567
Closed -$210K – 85
2025
Q4 		$210K Sell
567
-526
-48% -$188K 0.19% 75
2025
Q3 		$363K Sell
1,093
-21
-2% -$6.68K 0.34% 50
2025
Q2 		$355K Sell
1,114
-3
-0.3% -$844 0.35% 48
2025
Q1 		$301K Sell
1,117
-520
-32% -$154K 0.32% 52
2024
Q4 		$486K Buy
+1,637
New +$470K 0.53% 47

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

Stonehaven Wealth & Tax Solutions's AXP Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of American Express (AXP) in Q1 2026, closing a stake of 567 shares — an estimated $210K sold.

Stonehaven Wealth & Tax Solutions first reported a position in AXP in Q4 2024 and held it in 5 quarters. The position peaked at $486K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 567 American Express shares in Q1 2026, an estimated $210K.
  • Stonehaven Wealth & Tax Solutions first reported a position in American Express in Q4 2024 and held it in 5 quarters.
  • Stonehaven Wealth & Tax Solutions's American Express position peaked at $486K in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.