Turtle Creek Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.49M Buy
4,942
+704
+17% +$236K 0.11% 114
2025
Q4
$1.57M Buy
4,238
+772
+22% +$276K 0.12% 117
2025
Q3
$1.15M Buy
3,466
+1,699
+96% +$540K 0.1% 124
2025
Q2
$564K Buy
+1,767
New +$497K 0.07% 160
2024
Q4
Sell
-814
Closed -$221K 83
2024
Q3
$221K Buy
+814
New +$203K 0.04% 167
2024
Q1
Sell
-393
Closed -$73.6K 251
2023
Q4
$73.6K Buy
+393
New +$63.3K 0.02% 228

Other funds holding AXP

Turtle Creek Wealth Advisors's AXP Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its American Express (AXP) stake by 17% in Q1 2026, buying an estimated $236K and bringing the position to 4,942 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #114.

Turtle Creek Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Turtle Creek Wealth Advisors held 4,942 shares of American Express worth $1.49M as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 704 American Express shares in Q1 2026, an estimated $236K.
  • American Express made up 0.11% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • Turtle Creek Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 6 quarters since.
  • Turtle Creek Wealth Advisors's American Express position peaked at $1.57M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.