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Strategic Wealth Investment Group’s American Express AXP Stock Holding History

Strategic Wealth Investment Group’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 		$9.91M Buy
32,767
+327
+1% +$110K 1.26% 34
2025
Q4 		$12M Sell
32,440
-14,693
-31% -$5.26M 1.48% 27
2025
Q3 		$15.7M Buy
47,133
+43,776
+1,304% +$13.9M 1.32% 27
2025
Q2 		$1.07M Buy
3,357
+150
+5% +$42.2K 1.55% 24
2025
Q1 		$863K Sell
3,207
-38,595
-92% -$11.4M 1.5% 27
2024
Q4 		$12.4M Buy
41,802
+869
+2% +$250K 1.37% 22
2024
Q3 		$11M Buy
40,933
+2,778
+7% +$692K 1.18% 28
2024
Q2 		$8.92M Buy
+38,155
New +$8.84M 1.13% 28
2023
Q4 		$11.5M Buy
61,324
+6,331
+12% +$1.02M 1.73% 19
2023
Q3 		$8.2M Buy
54,993
+7,304
+15% +$1.19M 1.49% 24
2023
Q2 		$8.31M Buy
47,689
+8,355
+21% +$1.35M 1.32% 24
2023
Q1 		$6.49M Buy
39,334
+6,233
+19% +$1.03M 1.2% 26
2022
Q4 		$4.98M Buy
33,101
+5,023
+18% +$744K 1.15% 29
2022
Q3 		$3.79M Buy
28,078
+977
+4% +$148K 1.09% 26
2022
Q2 		$3.76M Sell
27,101
-1,997
-7% -$330K 0.94% 36
2022
Q1 		$5.44M Buy
29,098
+3,764
+15% +$680K 1.3% 19
2021
Q4 		$4.14M Buy
25,334
+2,894
+13% +$494K 1.08% 29
2021
Q3 		$3.79M Buy
22,440
+4,219
+23% +$705K 1.13% 23
2021
Q2 		$3.01M Buy
18,221
+4,591
+34% +$719K 1.07% 27
2021
Q1 		$1.93M Buy
13,630
+3,077
+29% +$407K 0.92% 32
2020
Q4 		$1.28M Buy
10,553
+1,011
+11% +$112K 0.75% 36
2020
Q3 		$957K Buy
9,542
+996
+12% +$98K 0.72% 35
2020
Q2 		$814K Buy
8,546
+2,831
+50% +$261K 0.8% 35
2020
Q1 		$489K Buy
5,715
+398
+7% +$46.3K 0.8% 31
2019
Q4 		$662K Buy
+5,317
New +$635K 0.69% 33

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

Strategic Wealth Investment Group's AXP Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its American Express (AXP) stake by 1% in Q1 2026, buying an estimated $110K and bringing the position to 32,767 shares worth $9.91M. The position accounts for 1.26% of the portfolio, ranked #34.

Strategic Wealth Investment Group first reported a position in AXP in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.7M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Strategic Wealth Investment Group held 32,767 shares of American Express worth $9.91M as of Q1 2026.
  • Strategic Wealth Investment Group bought 327 American Express shares in Q1 2026, an estimated $110K.
  • American Express made up 1.26% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #34 holding.
  • Strategic Wealth Investment Group first reported a position in American Express in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's American Express position peaked at $15.7M in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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