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Tradition Wealth Management’s American Express AXP Stock Holding History

Tradition 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 		$920K Buy
3,041
+50
+2% +$16.8K 0.07% 204
2025
Q4 		$1.11M Buy
2,991
+39
+1% +$14K 0.08% 181
2025
Q3 		$980K Sell
2,952
-183
-6% -$58.2K 0.07% 188
2025
Q2 		$1M Buy
3,135
+41
+1% +$11.5K 0.08% 181
2025
Q1 		$832K Buy
3,094
+23
+0.7% +$6.8K 0.07% 188
2024
Q4 		$911K Buy
3,071
+94
+3% +$27K 0.08% 180
2024
Q3 		$807K Buy
2,977
+20
+0.7% +$4.98K 0.07% 181
2024
Q2 		$685K Buy
2,957
+9
+0.3% +$2.08K 0.07% 187
2024
Q1 		$671K Buy
2,948
+1
+0% +$207 0.07% 179
2023
Q4 		$552K Sell
2,947
-31
-1% -$4.99K 0.06% 176
2023
Q3 		$444K Buy
2,978
+88
+3% +$14.4K 0.05% 197
2023
Q2 		$503K Buy
2,890
+92
+3% +$14.8K 0.06% 177
2023
Q1 		$462K Buy
2,798
+109
+4% +$18.1K 0.06% 181
2022
Q4 		$397K Buy
2,689
+7
+0.3% +$1.04K 0.06% 189
2022
Q3 		$362K Buy
2,682
+626
+30% +$94.8K 0.05% 190
2022
Q2 		$285K Buy
2,056
+1
+0% +$165 0.04% 226
2022
Q1 		$384K Sell
2,055
-2
-0.1% -$361 0.05% 219
2021
Q4 		$337K Buy
2,057
+4
+0.2% +$682 0.04% 232
2021
Q3 		$344K Buy
2,053
+123
+6% +$20.6K 0.05% 205
2021
Q2 		$319K Buy
1,930
+1
+0.1% +$157 0.05% 225
2021
Q1 		$273K Buy
1,929
+1
+0.1% +$132 0.05% 213
2020
Q4 		$233K Buy
+1,928
New +$214K 0.05% 216

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

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

Tradition Wealth Management increased its American Express (AXP) stake by 1.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 3,041 shares worth $920K. The position accounts for 0.07% of the portfolio, ranked #204.

Tradition Wealth Management first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Tradition Wealth Management held 3,041 shares of American Express worth $920K as of Q1 2026.
  • Tradition Wealth Management bought 50 American Express shares in Q1 2026, an estimated $16.8K.
  • American Express made up 0.07% of Tradition Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Tradition Wealth Management first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's American Express position peaked at $1.11M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.