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TruWealth Advisors’s American Express AXP Stock Holding History

TruWealth Advisors’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 		$351K Buy
1,162
+59
+5% +$19.8K 0.02% 141
2025
Q4 		$408K Sell
1,103
-12
-1% -$4.29K 0.02% 133
2025
Q3 		$370K Buy
1,115
+27
+2% +$8.59K 0.02% 137
2025
Q2 		$347K Hold
1,088
– – 0.02% 134
2025
Q1 		$293K Buy
+1,088
New +$322K 0.02% 129

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

TruWealth Advisors's AXP Position: Q1 2026 in Review

TruWealth Advisors increased its American Express (AXP) stake by 5.3% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,162 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #141.

TruWealth Advisors first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $408K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • TruWealth Advisors held 1,162 shares of American Express worth $351K as of Q1 2026.
  • TruWealth Advisors bought 59 American Express shares in Q1 2026, an estimated $19.8K.
  • American Express made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #141 holding.
  • TruWealth Advisors first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • TruWealth Advisors's American Express position peaked at $408K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.