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Summit Wealth Group (Colorado)’s American Express AXP Stock Holding History

Summit Wealth Group (Colorado)’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 		$279K Buy
924
+237
+34% +$79.5K 0.03% 273
2025
Q4 		$254K Buy
+687
New +$246K 0.03% 231

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

Summit Wealth Group (Colorado)'s AXP Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its American Express (AXP) stake by 34% in Q1 2026, buying an estimated $79.5K and bringing the position to 924 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #273.

Summit Wealth Group (Colorado) first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Summit Wealth Group (Colorado) held 924 shares of American Express worth $279K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 237 American Express shares in Q1 2026, an estimated $79.5K.
  • American Express made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #273 holding.
  • Summit Wealth Group (Colorado) first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.