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Stratos Wealth Partners’s American Express AXP Stock Holding History

Stratos Wealth Partners’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 		$8.19M Sell
27,067
-3,834
-12% -$1.29M 0.09% 229
2025
Q4 		$11.4M Sell
30,901
-381
-1% -$136K 0.13% 161
2025
Q3 		$10.4M Buy
31,282
+2,134
+7% +$679K 0.12% 171
2025
Q2 		$9.3M Sell
29,148
-1,259
-4% -$354K 0.13% 169
2025
Q1 		$8.18M Sell
30,407
-31
-0.1% -$9.16K 0.12% 170
2024
Q4 		$9.03M Buy
30,438
+565
+2% +$162K 0.13% 162
2024
Q3 		$8.1M Sell
29,873
-2,532
-8% -$630K 0.12% 183
2024
Q2 		$7.5M Buy
32,405
+2,229
+7% +$516K 0.12% 174
2024
Q1 		$6.87M Sell
30,176
-717
-2% -$149K 0.11% 187
2023
Q4 		$5.79M Buy
30,893
+104
+0.3% +$16.7K 0.11% 199
2023
Q3 		$4.59M Buy
30,789
+2,892
+10% +$473K 0.1% 213
2023
Q2 		$4.86M Buy
27,897
+1,203
+5% +$194K 0.11% 199
2023
Q1 		$4.4M Sell
26,694
-2,874
-10% -$477K 0.12% 177
2022
Q4 		$4.37M Buy
29,568
+61
+0.2% +$9.04K 0.11% 195
2022
Q3 		$3.98M Sell
29,507
-376
-1% -$56.9K 0.11% 186
2022
Q2 		$4.14M Sell
29,883
-2,339
-7% -$386K 0.1% 193
2022
Q1 		$6.03M Buy
32,222
+4,526
+16% +$817K 0.13% 156
2021
Q4 		$4.53M Buy
27,696
+1,035
+4% +$176K 0.1% 198
2021
Q3 		$4.47M Sell
26,661
-854
-3% -$143K 0.11% 194
2021
Q2 		$4.55M Buy
27,515
+2,060
+8% +$323K 0.11% 197
2021
Q1 		$3.6M Sell
25,455
-243
-0.9% -$32.1K 0.1% 206
2020
Q4 		$3.11M Sell
25,698
-459
-2% -$50.8K 0.09% 214
2020
Q3 		$2.62M Buy
26,157
+4,041
+18% +$398K 0.09% 229
2020
Q2 		$2.1M Buy
22,116
+2,507
+13% +$231K 0.08% 250
2020
Q1 		$1.68M Buy
19,609
+376
+2% +$43.7K 0.08% 242
2019
Q4 		$2.39M Buy
19,233
+135
+0.7% +$16.1K 0.09% 220
2019
Q3 		$2.26M Buy
19,098
+404
+2% +$49.5K 0.1% 222
2019
Q2 		$2.31M Sell
18,694
-831
-4% -$97.6K 0.1% 209
2019
Q1 		$2.13M Buy
19,525
+444
+2% +$46.7K 0.1% 216
2018
Q4 		$1.82M Buy
+19,081
New +$2M 0.09% 228
2018
Q3 		– Sell
-18,703
Closed -$1.83M – 2970
2018
Q2 		$1.83M Sell
18,703
-5,417
-22% -$532K 0.08% 249
2018
Q1 		$2.25M Sell
24,120
-2,729
-10% -$264K 0.09% 223
2017
Q4 		$2.67M Sell
26,849
-6,456
-19% -$615K 0.12% 183
2017
Q3 		$3.01M Buy
+33,305
New +$2.86M 0.14% 153
2017
Q1 		– Sell
-25,818
Closed -$1.91M – 807
2016
Q4 		$1.91M Buy
25,818
+1,534
+6% +$106K 0.12% 170
2016
Q3 		$1.55M Buy
24,284
+7,546
+45% +$485K 0.1% 183
2016
Q2 		$1.02M Buy
+16,738
New +$1.06M 0.08% 217
2016
Q1 		– Sell
-21,673
Closed -$1.51M – 598
2015
Q4 		$1.51M Buy
+21,673
New +$1.58M 0.13% 138
2014
Q3 		– Sell
-5,833
Closed -$551K – 332
2014
Q2 		$551K Buy
+5,833
New +$526K 0.18% 138

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 Partners's AXP Position: Q1 2026 in Review

Stratos Wealth Partners reduced its American Express (AXP) stake by 12% in Q1 2026, selling an estimated $1.29M and leaving 27,067 shares worth $8.19M. The position accounts for 0.09% of the portfolio, ranked #229.

Stratos Wealth Partners first reported a position in AXP in Q2 2014 and has held it in 39 quarters since. The position peaked at $11.4M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stratos Wealth Partners held 27,067 shares of American Express worth $8.19M as of Q1 2026.
  • Stratos Wealth Partners sold 3,834 American Express shares in Q1 2026, an estimated $1.29M.
  • American Express made up 0.09% of Stratos Wealth Partners's portfolio in Q1 2026, its #229 holding.
  • Stratos Wealth Partners first reported a position in American Express in Q2 2014 and has held it in 39 quarters since.
  • Stratos Wealth Partners's American Express position peaked at $11.4M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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