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Strata Wealth Advisors’s American Express AXP Stock Holding History

Strata Wealth Advisors’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 		$3.87M Sell
12,801
-43
-0.3% -$14.4K 1.06% 20
2025
Q4 		$4.75M Buy
12,844
+1
+0% +$358 1.32% 15
2025
Q3 		$4.27M Sell
12,843
-12
-0.1% -$3.82K 1.13% 20
2025
Q2 		$4.1M Sell
12,855
-12
-0.1% -$3.38K 1.13% 16
2025
Q1 		$3.46M Sell
12,867
-2,311
-15% -$683K 1.08% 16
2024
Q4 		$4.5M Buy
15,178
+45
+0.3% +$12.9K 1.41% 12
2024
Q3 		$4.1M Sell
15,133
-203
-1% -$50.5K 1.32% 13
2024
Q2 		$3.55M Sell
15,336
-76
-0.5% -$17.6K 1.22% 14
2024
Q1 		$3.51M Sell
15,412
-2,067
-12% -$429K 1.23% 12
2023
Q4 		$3.27M Buy
+17,479
New +$2.81M 1.29% 10

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

Strata Wealth Advisors's AXP Position: Q1 2026 in Review

Strata Wealth Advisors reduced its American Express (AXP) stake by 0.33% in Q1 2026, selling an estimated $14.4K and leaving 12,801 shares worth $3.87M. The position accounts for 1.06% of the portfolio, ranked #20.

Strata Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.75M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Strata Wealth Advisors held 12,801 shares of American Express worth $3.87M as of Q1 2026.
  • Strata Wealth Advisors sold 43 American Express shares in Q1 2026, an estimated $14.4K.
  • American Express made up 1.06% of Strata Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Strata Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Strata Wealth Advisors's American Express position peaked at $4.75M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.