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Tower Wealth Partners’s American Express AXP Stock Holding History

Tower Wealth Partners’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 		$488K Sell
1,612
-781
-33% -$262K 0.27% 45
2025
Q4 		$885K Sell
2,393
-5
-0.2% -$1.79K 0.49% 25
2025
Q3 		$797K Buy
2,398
+186
+8% +$59.2K 0.44% 26
2025
Q2 		$706K Sell
2,212
-10
-0.5% -$2.81K 0.42% 29
2025
Q1 		$598K Buy
2,222
+344
+18% +$102K 0.32% 29
2024
Q4 		$557K Buy
1,878
+337
+22% +$96.8K 0.29% 30
2024
Q3 		$418K Buy
+1,541
New +$384K 0.24% 42

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

Tower Wealth Partners's AXP Position: Q1 2026 in Review

Tower Wealth Partners reduced its American Express (AXP) stake by 33% in Q1 2026, selling an estimated $262K and leaving 1,612 shares worth $488K. The position accounts for 0.27% of the portfolio, ranked #45.

Tower Wealth Partners first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $885K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Tower Wealth Partners held 1,612 shares of American Express worth $488K as of Q1 2026.
  • Tower Wealth Partners sold 781 American Express shares in Q1 2026, an estimated $262K.
  • American Express made up 0.27% of Tower Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Tower Wealth Partners first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Tower Wealth Partners's American Express position peaked at $885K in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.