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Syntegra Private Wealth Group’s American Express AXP Stock Holding History

Syntegra Private Wealth 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 		– Sell
-659
Closed -$244K – 192
2025
Q4 		$244K Hold
659
– – 0.02% 172
2025
Q3 		$219K Buy
+659
New +$210K 0.02% 180

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

Syntegra Private Wealth Group's AXP Position: Q1 2026 in Review

Syntegra Private Wealth Group sold out of American Express (AXP) in Q1 2026, closing a stake of 659 shares — an estimated $244K sold.

Syntegra Private Wealth Group first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Syntegra Private Wealth Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 659 American Express shares in Q1 2026, an estimated $244K.
  • Syntegra Private Wealth Group first reported a position in American Express in Q3 2025 and held it in 2 quarters.
  • Syntegra Private Wealth Group's American Express position peaked at $244K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q1 2026, filed 27 Apr 2026.