Total Clarity Wealth Management’s American Express AXP Stock Holding History

Total Clarity 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	$241K	Sell	797 -77	-9%	-$25.8K	0.06%	277
2025 Q4	$323K	Buy	874 +29	+3%	+$10.4K	0.08%	224
2025 Q3	$281K	Sell	845 -32	-4%	-$10.2K	0.07%	231
2025 Q2	$280K	Buy	+877	New	+$247K	0.08%	225
2022 Q3	–	Sell	-826	Closed	-$114K	–	277
2022 Q2	$114K	Buy	+826	New	+$136K	0.06%	297
2022 Q1	–	Sell	-736	Closed	-$120K	–	268
2021 Q4	$120K	Buy	736 +94	+15%	+$16K	0.05%	288
2021 Q3	$107K	Buy	+642	New	+$107K	0.05%	296
2021 Q2	–	Sell	-676	Closed	-$96K	–	233
2021 Q1	$96K	Buy	+676	New	+$89.3K	0.06%	244
2020 Q1	–	Sell	-340	Closed	-$42K	–	126
2019 Q4	$42K	Buy	+340	New	+$40.6K	0.03%	289

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

Total Clarity Wealth Management's AXP Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its American Express (AXP) stake by 8.8% in Q1 2026, selling an estimated $25.8K and leaving 797 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #277.

Total Clarity Wealth Management first reported a position in AXP in Q4 2019 and has held it in 9 quarters since. The position peaked at $323K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Total Clarity Wealth Management held 797 shares of American Express worth $241K as of Q1 2026.
Total Clarity Wealth Management sold 77 American Express shares in Q1 2026, an estimated $25.8K.
American Express made up 0.06% of Total Clarity Wealth Management's portfolio in Q1 2026, its #277 holding.
Total Clarity Wealth Management first reported a position in American Express in Q4 2019 and has held it in 9 quarters since.
Total Clarity Wealth Management's American Express position peaked at $323K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.