Twelve Points Wealth Management’s American Express AXP Stock Holding History

Twelve Points Wealth Management’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	$1.39M	Hold	4,597	–	–	0.31%	71
2025 Q4	$1.73M	Hold	4,597	–	–	0.39%	53
2025 Q3	$1.53M	Hold	4,597	–	–	0.38%	66
2025 Q2	$1.47M	Buy	4,597 +15	+0.3%	+$4.22K	0.39%	64
2025 Q1	$1.23M	Buy	4,582 +11	+0.2%	+$3.25K	0.33%	68
2024 Q4	$1.36M	Sell	4,571 -20	-0.4%	-$5.75K	0.39%	62
2024 Q3	$1.25M	Buy	4,591 +27	+0.6%	+$6.72K	0.39%	61
2024 Q2	$1.06M	Buy	4,564 +26	+0.6%	+$6.02K	0.37%	68
2024 Q1	$1.03M	Sell	4,538 -30	-0.7%	-$6.22K	0.38%	67
2023 Q4	$856K	Sell	4,568 -230	-5%	-$37K	0.41%	69
2023 Q3	$716K	Buy	4,798 +915	+24%	+$150K	0.36%	78
2023 Q2	$676K	Sell	3,883 -490	-11%	-$79.1K	0.36%	80
2023 Q1	$721K	Buy	4,373 +170	+4%	+$28.2K	0.41%	71
2022 Q4	$621K	Hold	4,203	–	–	0.42%	71
2022 Q3	$567K	Hold	4,203	–	–	0.44%	78
2022 Q2	$583K	Hold	4,203	–	–	0.45%	81
2022 Q1	$786K	Buy	4,203 +30	+0.7%	+$5.42K	0.59%	56
2021 Q4	$683K	Buy	+4,173	New	+$712K	0.55%	63

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Twelve Points Wealth Management's AXP Position: Q1 2026 in Review

Twelve Points Wealth Management held its American Express (AXP) position steady in Q1 2026 at 4,597 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #71.

Twelve Points Wealth Management first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Twelve Points Wealth Management held 4,597 shares of American Express worth $1.39M as of Q1 2026.
Twelve Points Wealth Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.31% of Twelve Points Wealth Management's portfolio in Q1 2026, its #71 holding.
Twelve Points Wealth Management first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Twelve Points Wealth Management's American Express position peaked at $1.73M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.