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Strategies Wealth Advisors’s American Express AXP Stock Holding History

Strategies 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 		$217K Sell
716
-103
-13% -$34.5K 0.02% 178
2025
Q4 		$303K Sell
819
-1,445
-64% -$517K 0.03% 141
2025
Q3 		$752K Buy
2,264
+217
+11% +$69K 0.08% 76
2025
Q2 		$653K Buy
2,047
+1,265
+162% +$356K 0.07% 81
2025
Q1 		$210K Buy
+782
New +$231K 0.03% 168

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Strategies Wealth Advisors reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $34.5K and leaving 716 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #178.

Strategies Wealth Advisors first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $752K in Q3 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Strategies Wealth Advisors held 716 shares of American Express worth $217K as of Q1 2026.
  • Strategies Wealth Advisors sold 103 American Express shares in Q1 2026, an estimated $34.5K.
  • American Express made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #178 holding.
  • Strategies Wealth Advisors first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's American Express position peaked at $752K in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.