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Tempus Wealth Planning’s American Express AXP Stock Holding History

Tempus Wealth Planning’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
-543
Closed -$201K – 271
2025
Q4 		$201K Buy
+543
New +$194K 0.05% 271
2022
Q2 		– Sell
-1,502
Closed -$281K – 129
2022
Q1 		$281K Buy
+1,502
New +$271K 0.2% 112

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

Tempus Wealth Planning's AXP Position: Q1 2026 in Review

Tempus Wealth Planning sold out of American Express (AXP) in Q1 2026, closing a stake of 543 shares — an estimated $201K sold.

Tempus Wealth Planning first reported a position in AXP in Q1 2022 and held it in 2 quarters. The position peaked at $281K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Tempus Wealth Planning reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 543 American Express shares in Q1 2026, an estimated $201K.
  • Tempus Wealth Planning first reported a position in American Express in Q1 2022 and held it in 2 quarters.
  • Tempus Wealth Planning's American Express position peaked at $281K in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.