TPBG
AXP icon

Turning Point Benefit Group’s American Express AXP Stock Holding History

Turning Point Benefit Group’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
-23
Closed -$8.51K – 159
2025
Q4 		$8.51K Buy
23
+21
+1,050% +$7.51K ﹤0.01% 254
2025
Q3 		$657 Buy
+2
New +$636 ﹤0.01% 447

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Turning Point Benefit Group's AXP Position: Q1 2026 in Review

Turning Point Benefit Group sold out of American Express (AXP) in Q1 2026, closing a stake of 23 shares — an estimated $8.51K sold.

Turning Point Benefit Group first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $8.51K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Turning Point Benefit Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 23 American Express shares in Q1 2026, an estimated $8.51K.
  • Turning Point Benefit Group first reported a position in American Express in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's American Express position peaked at $8.51K in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.