Towerpoint Wealth’s American Express AXP Stock Holding History

Towerpoint 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	–	Sell	-624	Closed	-$231K	–	94
2025 Q4	$231K	Sell	624 -9	-1%	-$3.22K	0.09%	86
2025 Q3	$210K	Buy	+633	New	+$201K	0.09%	87

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

Towerpoint Wealth's AXP Position: Q1 2026 in Review

Towerpoint Wealth sold out of American Express (AXP) in Q1 2026, closing a stake of 624 shares — an estimated $231K sold.

Towerpoint Wealth first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Towerpoint Wealth reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Towerpoint Wealth sold 624 American Express shares in Q1 2026, an estimated $231K.
Towerpoint Wealth first reported a position in American Express in Q3 2025 and held it in 2 quarters.
Towerpoint Wealth's American Express position peaked at $231K in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Towerpoint Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.