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Stratos Wealth Advisors’s American Express AXP Stock Holding History

Stratos 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 		$1.61M Buy
5,309
+170
+3% +$57K 0.1% 203
2025
Q4 		$1.9M Buy
5,139
+116
+2% +$41.5K 0.09% 218
2025
Q3 		$1.67M Sell
5,023
-286
-5% -$91K 0.08% 248
2025
Q2 		$1.69M Buy
5,309
+131
+3% +$36.9K 0.09% 236
2025
Q1 		$1.39M Sell
5,178
-470
-8% -$139K 0.08% 255
2024
Q4 		$1.68M Sell
5,648
-601
-10% -$173K 0.08% 241
2024
Q3 		$1.69M Sell
6,249
-37
-0.6% -$9.21K 0.08% 268
2024
Q2 		$1.46M Buy
6,286
+3,588
+133% +$831K 0.07% 259
2024
Q1 		$615K Buy
2,698
+491
+22% +$102K 0.04% 419
2023
Q4 		$413K Sell
2,207
-409
-16% -$65.8K 0.02% 494
2023
Q3 		$390K Buy
2,616
+1,149
+78% +$188K 0.03% 470
2023
Q2 		$256K Buy
1,467
+96
+7% +$15.5K 0.02% 550
2023
Q1 		$226K Buy
+1,371
New +$227K 0.02% 558
2022
Q4 		– Sell
-1,725
Closed -$233K – 564
2022
Q3 		$233K Sell
1,725
-83
-5% -$12.6K 0.02% 454
2022
Q2 		$251K Buy
1,808
+10
+0.6% +$1.65K 0.02% 455
2022
Q1 		$336K Buy
1,798
+10
+0.6% +$1.81K 0.03% 437
2021
Q4 		$293K Buy
1,788
+99
+6% +$16.9K 0.02% 467
2021
Q3 		$283K Sell
1,689
-270
-14% -$45.1K 0.02% 433
2021
Q2 		$324K Sell
1,959
-59
-3% -$9.24K 0.03% 425
2021
Q1 		$285K Buy
2,018
+219
+12% +$28.9K 0.03% 404
2020
Q4 		$218K Buy
+1,799
New +$199K 0.03% 372
2020
Q3 		– Sell
-2,661
Closed -$253K – 305
2020
Q2 		$253K Buy
+2,661
New +$245K 0.08% 235
2020
Q1 		– Sell
-1,850
Closed -$230K – 292
2019
Q4 		$230K Sell
1,850
-3,551
-66% -$424K 0.13% 148
2019
Q3 		$639K Buy
5,401
+291
+6% +$35.7K 0.24% 98
2019
Q2 		$631K Sell
5,110
-380
-7% -$44.6K 0.25% 93
2019
Q1 		$600K Sell
5,490
-528
-9% -$55.5K 0.32% 84
2018
Q4 		$574K Buy
+6,018
New +$630K 0.38% 75

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

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

Stratos Wealth Advisors increased its American Express (AXP) stake by 3.3% in Q1 2026, buying an estimated $57K and bringing the position to 5,309 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #203.

Stratos Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.9M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stratos Wealth Advisors held 5,309 shares of American Express worth $1.61M as of Q1 2026.
  • Stratos Wealth Advisors bought 170 American Express shares in Q1 2026, an estimated $57K.
  • American Express made up 0.1% of Stratos Wealth Advisors's portfolio in Q1 2026, its #203 holding.
  • Stratos Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's American Express position peaked at $1.9M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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