TCI Wealth Advisors’s American Express AXP Stock Holding History

TCI 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	$1.41M	Sell	4,664 -50	-1%	-$16.8K	0.07%	79
2025 Q4	$1.74M	Sell	4,714 -17	-0.4%	-$6.08K	0.1%	75
2025 Q3	$1.57M	Buy	4,731 +58	+1%	+$18.4K	0.09%	77
2025 Q2	$1.49M	Buy	4,673 +43	+0.9%	+$12.1K	0.1%	74
2025 Q1	$1.25M	Buy	4,630 +3	+0.1%	+$887	0.1%	72
2024 Q4	$1.37M	Buy	4,627 +14	+0.3%	+$4.02K	0.11%	68
2024 Q3	$1.25M	Buy	4,613 +69	+2%	+$17.2K	0.11%	72
2024 Q2	$1.05M	Sell	4,544 -93	-2%	-$21.5K	0.1%	76
2024 Q1	$1.06M	Sell	4,637 -49	-1%	-$10.2K	0.1%	74
2023 Q4	$878K	Sell	4,686 -475	-9%	-$76.5K	0.09%	84
2023 Q3	$770K	Sell	5,161 -206	-4%	-$33.7K	0.1%	81
2023 Q2	$935K	Buy	5,367 +319	+6%	+$51.5K	0.12%	75
2023 Q1	$833K	Buy	5,048 +503	+11%	+$83.4K	0.11%	78
2022 Q4	$672K	Sell	4,545 -60	-1%	-$8.89K	0.09%	84
2022 Q3	$621K	Sell	4,605 -21	-0.5%	-$3.18K	0.1%	83
2022 Q2	$641K	Sell	4,626 -9	-0.2%	-$1.49K	0.1%	88
2022 Q1	$867K	Buy	4,635 +165	+4%	+$29.8K	0.13%	72
2021 Q4	$731K	Sell	4,470 -60	-1%	-$10.2K	0.11%	79
2021 Q3	$759K	Buy	4,530 +31	+0.7%	+$5.18K	0.12%	83
2021 Q2	$743K	Sell	4,499 -142	-3%	-$22.2K	0.13%	80
2021 Q1	$656K	Sell	4,641 -174	-4%	-$23K	0.28%	75
2020 Q4	$582K	Buy	4,815 +403	+9%	+$44.6K	0.26%	86
2020 Q3	$442K	Sell	4,412 -40	-0.9%	-$3.94K	0.17%	96
2020 Q2	$424K	Buy	4,452 +202	+5%	+$18.6K	0.18%	89
2020 Q1	$364K	Sell	4,250 -109	-3%	-$12.7K	0.18%	93
2019 Q4	$543K	Buy	4,359 +115	+3%	+$13.7K	0.21%	80
2019 Q3	$502K	Buy	4,244 +16	+0.4%	+$1.96K	0.22%	80
2019 Q2	$522K	Sell	4,228 -7	-0.2%	-$822	0.24%	79
2019 Q1	$463K	Buy	4,235 +34	+0.8%	+$3.57K	0.2%	89
2018 Q4	$400K	Sell	4,201 -79	-2%	-$8.27K	0.19%	92
2018 Q3	$456K	Hold	4,280	–	–	0.19%	92
2018 Q2	$419K	Sell	4,280 -3	-0.1%	-$295	0.19%	94
2018 Q1	$400K	Sell	4,283 -238	-5%	-$23.1K	0.19%	94
2017 Q4	$449K	Buy	4,521 +238	+6%	+$22.7K	0.2%	96
2017 Q3	$387K	Sell	4,283 -3	-0.1%	-$258	0.19%	89
2017 Q2	$361K	Hold	4,286	–	–	0.18%	90
2017 Q1	$339K	Buy	4,286 +6	+0.1%	+$469	0.18%	90
2016 Q4	$317K	Sell	4,280 -154	-3%	-$10.7K	0.17%	98
2016 Q3	$284K	Hold	4,434	–	–	0.15%	97
2016 Q2	$269K	Sell	4,434 -243	-5%	-$15.4K	0.15%	103
2016 Q1	$287K	Buy	4,677 +141	+3%	+$8.2K	0.16%	101
2015 Q4	$315K	Buy	4,536 +91	+2%	+$6.62K	0.18%	97
2015 Q3	$330K	Hold	4,445	–	–	0.2%	87
2015 Q2	$345K	Hold	4,445	–	–	0.2%	86
2015 Q1	$347K	Hold	4,445	–	–	0.22%	81
2014 Q4	$414K	Buy	4,445 +450	+11%	+$40.3K	0.26%	74
2014 Q3	$350K	Hold	3,995	–	–	0.22%	80
2014 Q2	$379K	Hold	3,995	–	–	0.23%	77
2014 Q1	$360K	Sell	3,995 -1,241	-24%	-$111K	0.23%	78
2013 Q4	$475K	Buy	5,236 +1,241	+31%	+$102K	0.3%	65
2013 Q3	$302K	Hold	3,995	–	–	0.23%	78
2013 Q2	$299K	Buy	+3,995	New	+$284K	0.23%	76

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

TCI Wealth Advisors reduced its American Express (AXP) stake by 1.1% in Q1 2026, selling an estimated $16.8K and leaving 4,664 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #79.

TCI Wealth Advisors first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

TCI Wealth Advisors held 4,664 shares of American Express worth $1.41M as of Q1 2026.
TCI Wealth Advisors sold 50 American Express shares in Q1 2026, an estimated $16.8K.
American Express made up 0.07% of TCI Wealth Advisors's portfolio in Q1 2026, its #79 holding.
TCI Wealth Advisors first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
TCI Wealth Advisors's American Express position peaked at $1.74M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.