Strategic Family Wealth Counselors’s American Express AXP Stock Holding History

Strategic Family Wealth Counselors’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	$503K	Sell	1,664 -1,776	-52%	-$595K	0.13%	97
2025 Q4	$1.21M	Buy	3,440 +1,926	+127%	+$689K	0.27%	71
2025 Q3	$503K	Hold	1,514	–	–	0.13%	97
2025 Q2	$483K	Buy	1,514 +198	+15%	+$55.7K	0.14%	95
2025 Q1	$354K	Buy	1,316 +139	+12%	+$41.1K	0.12%	102
2024 Q4	$349K	Buy	1,177 +373	+46%	+$107K	0.11%	103
2024 Q3	$218K	Buy	+804	New	+$200K	0.08%	123

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

Strategic Family Wealth Counselors's AXP Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its American Express (AXP) stake by 52% in Q1 2026, selling an estimated $595K and leaving 1,664 shares worth $503K. The position accounts for 0.13% of the portfolio, ranked #97.

Strategic Family Wealth Counselors first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Strategic Family Wealth Counselors held 1,664 shares of American Express worth $503K as of Q1 2026.
Strategic Family Wealth Counselors sold 1,776 American Express shares in Q1 2026, an estimated $595K.
American Express made up 0.13% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #97 holding.
Strategic Family Wealth Counselors first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Strategic Family Wealth Counselors's American Express position peaked at $1.21M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.