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Twin Peaks Wealth Advisors’s American Express AXP Stock Holding History

Twin Peaks Wealth 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 		$215K Buy
711
+25
+4% +$8.38K 0.05% 173
2025
Q4 		$247K Buy
+686
New +$245K 0.07% 158
2025
Q3 		– Sell
-653
Closed -$198K – 342
2025
Q2 		$198K Buy
+653
New +$184K 0.06% 157

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

Twin Peaks Wealth Advisors's AXP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its American Express (AXP) stake by 3.6% in Q1 2026, buying an estimated $8.38K and bringing the position to 711 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #173.

Twin Peaks Wealth Advisors first reported a position in AXP in Q2 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 711 shares of American Express worth $215K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 25 American Express shares in Q1 2026, an estimated $8.38K.
  • American Express made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Twin Peaks Wealth Advisors first reported a position in American Express in Q2 2025 and has held it in 3 quarters since.
  • Twin Peaks Wealth Advisors's American Express position peaked at $247K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.