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Triad Wealth Partners’s American Express AXP Stock Holding History

Triad 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 		$344K Buy
1,136
+13
+1% +$4.36K 0.03% 362
2025
Q4 		$416K Buy
1,123
+514
+84% +$184K 0.04% 306
2025
Q3 		$202K Buy
+609
New +$194K 0.03% 365
2024
Q3 		– Sell
-36
Closed -$8.35K – 119
2024
Q2 		$8.35K Buy
+36
New +$8.34K ﹤0.01% 479

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

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

Triad Wealth Partners increased its American Express (AXP) stake by 1.2% in Q1 2026, buying an estimated $4.36K and bringing the position to 1,136 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #362.

Triad Wealth Partners first reported a position in AXP in Q2 2024 and has held it in 4 quarters since. The position peaked at $416K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Triad Wealth Partners held 1,136 shares of American Express worth $344K as of Q1 2026.
  • Triad Wealth Partners bought 13 American Express shares in Q1 2026, an estimated $4.36K.
  • American Express made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #362 holding.
  • Triad Wealth Partners first reported a position in American Express in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's American Express position peaked at $416K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.