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TD Private Client Wealth’s American Express AXP Stock Holding History

TD Private Client Wealth’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 		$2.94M Sell
9,715
-3,236
-25% -$1.08M 0.06% 202
2025
Q4 		$4.79M Sell
12,951
-856
-6% -$306K 0.1% 133
2025
Q3 		$4.59M Sell
13,807
-283
-2% -$90K 0.1% 138
2025
Q2 		$4.49M Buy
14,090
+268
+2% +$75.4K 0.11% 136
2025
Q1 		$3.72M Sell
13,822
-1
-0% -$296 0.1% 142
2024
Q4 		$4.1M Buy
13,823
+29
+0.2% +$8.33K 0.11% 132
2024
Q3 		$3.74M Buy
13,794
+870
+7% +$217K 0.11% 143
2024
Q2 		$2.99M Sell
12,924
-3,598
-22% -$833K 0.09% 159
2024
Q1 		$3.76M Buy
16,522
+2,975
+22% +$617K 0.12% 132
2023
Q4 		$2.54M Buy
13,547
+49
+0.4% +$7.89K 0.09% 183
2023
Q3 		$2.01M Sell
13,498
-10,253
-43% -$1.68M 0.09% 205
2023
Q2 		$4.14M Buy
23,751
+1,107
+5% +$179K 0.18% 125
2023
Q1 		$3.74M Buy
22,644
+4,267
+23% +$708K 0.17% 138
2022
Q4 		$2.72M Sell
18,377
-2,210
-11% -$327K 0.13% 162
2022
Q3 		$2.78M Buy
20,587
+296
+1% +$44.8K 0.14% 148
2022
Q2 		$2.81M Buy
20,291
+102
+0.5% +$16.8K 0.14% 156
2022
Q1 		$3.78M Buy
20,189
+13,974
+225% +$2.52M 0.16% 139
2021
Q4 		$1.02M Sell
6,215
-414
-6% -$70.6K 0.04% 337
2021
Q3 		$1.11M Sell
6,629
-2,568
-28% -$429K 0.05% 319
2021
Q2 		$1.52M Sell
9,197
-2,168
-19% -$340K 0.06% 275
2021
Q1 		$1.61M Sell
11,365
-312
-3% -$41.2K 0.08% 262
2020
Q4 		$1.41M Sell
11,677
-196
-2% -$21.7K 0.07% 266
2020
Q3 		$1.19M Sell
11,873
-1,806
-13% -$178K 0.07% 268
2020
Q2 		$1.3M Buy
13,679
+8,038
+142% +$740K 0.08% 249
2020
Q1 		$483K Sell
5,641
-647
-10% -$75.3K 0.03% 327
2019
Q4 		$783K Buy
+6,288
New +$752K 0.05% 296

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

TD Private Client Wealth's AXP Position: Q1 2026 in Review

TD Private Client Wealth reduced its American Express (AXP) stake by 25% in Q1 2026, selling an estimated $1.08M and leaving 9,715 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #202.

TD Private Client Wealth first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.79M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • TD Private Client Wealth held 9,715 shares of American Express worth $2.94M as of Q1 2026.
  • TD Private Client Wealth sold 3,236 American Express shares in Q1 2026, an estimated $1.08M.
  • American Express made up 0.06% of TD Private Client Wealth's portfolio in Q1 2026, its #202 holding.
  • TD Private Client Wealth first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's American Express position peaked at $4.79M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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