Strait & Sound Wealth Management’s American Express AXP Stock Holding History

Strait & Sound 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	$344K	Hold	1,137	–	–	0.13%	118
2025 Q4	$421K	Buy	1,137 +30	+3%	+$10.7K	0.16%	99
2025 Q3	$368K	Hold	1,107	–	–	0.14%	109
2025 Q2	$353K	Hold	1,107	–	–	0.15%	108
2025 Q1	$298K	Hold	1,107	–	–	0.14%	119
2024 Q4	$329K	Hold	1,107	–	–	0.15%	104
2024 Q3	$300K	Sell	1,107 -275	-20%	-$68.5K	0.15%	108
2024 Q2	$320K	Sell	1,382 -45	-3%	-$10.4K	0.16%	100
2024 Q1	$311K	Hold	1,427	–	–	0.17%	91
2023 Q4	$258K	Hold	1,427	–	–	0.16%	105
2023 Q3	$213K	Buy	1,427 +45	+3%	+$7.36K	0.18%	121
2023 Q2	$241K	Hold	1,382	–	–	0.24%	94
2023 Q1	$228K	Buy	1,382 +64	+5%	+$10.6K	0.23%	101
2022 Q4	$203K	Buy	+1,318	New	+$195K	0.22%	107

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

Strait & Sound Wealth Management's AXP Position: Q1 2026 in Review

Strait & Sound Wealth Management held its American Express (AXP) position steady in Q1 2026 at 1,137 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #118.

Strait & Sound Wealth Management first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $421K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Strait & Sound Wealth Management held 1,137 shares of American Express worth $344K as of Q1 2026.
Strait & Sound Wealth Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.13% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #118 holding.
Strait & Sound Wealth Management first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's American Express position peaked at $421K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.