Topsail Wealth Management’s American Express AXP Stock Holding History

Topsail Wealth Management’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	-546	Closed	-$202K	–	295
2025 Q4	$202K	Buy	+546	New	+$195K	0.03%	159

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

Topsail Wealth Management's AXP Position: Q1 2026 in Review

Topsail Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 546 shares — an estimated $202K sold.

Topsail Wealth Management first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Topsail Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Topsail Wealth Management sold 546 American Express shares in Q1 2026, an estimated $202K.
Topsail Wealth Management first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Topsail Wealth Management's American Express position peaked at $202K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.