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TritonPoint Wealth’s American Express AXP Stock Holding History

TritonPoint 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 		$834K Buy
2,758
+26
+1% +$8.72K 0.09% 132
2025
Q4 		$1.01M Sell
2,732
-70
-2% -$25.1K 0.1% 123
2025
Q3 		$931K Buy
2,802
+40
+1% +$12.7K 0.08% 158
2025
Q2 		$881K Buy
2,762
+92
+3% +$25.9K 0.08% 167
2025
Q1 		$718K Sell
2,670
-14
-0.5% -$4.14K 0.07% 181
2024
Q4 		$797K Buy
2,684
+20
+0.8% +$5.75K 0.07% 173
2024
Q3 		$722K Buy
2,664
+95
+4% +$23.7K 0.07% 174
2024
Q2 		$595K Sell
2,569
-19
-0.7% -$4.4K 0.06% 183
2024
Q1 		$549K Sell
2,588
-1,333
-34% -$276K 0.06% 193
2023
Q4 		$735K Buy
+3,921
New +$631K 0.07% 167

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

TritonPoint Wealth's AXP Position: Q1 2026 in Review

TritonPoint Wealth increased its American Express (AXP) stake by 0.95% in Q1 2026, buying an estimated $8.72K and bringing the position to 2,758 shares worth $834K. The position accounts for 0.09% of the portfolio, ranked #132.

TritonPoint Wealth first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • TritonPoint Wealth held 2,758 shares of American Express worth $834K as of Q1 2026.
  • TritonPoint Wealth bought 26 American Express shares in Q1 2026, an estimated $8.72K.
  • American Express made up 0.09% of TritonPoint Wealth's portfolio in Q1 2026, its #132 holding.
  • TritonPoint Wealth first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's American Express position peaked at $1.01M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.