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U.S. Capital Wealth Advisors’s American Express AXP Stock Holding History

U.S. Capital 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 		$3.16M Buy
10,457
+774
+8% +$260K 0.08% 258
2025
Q4 		$3.58M Buy
9,683
+174
+2% +$62.3K 0.09% 235
2025
Q3 		$3.16M Buy
9,509
+514
+6% +$163K 0.09% 233
2025
Q2 		$2.87M Buy
8,995
+208
+2% +$58.5K 0.08% 233
2025
Q1 		$2.36M Buy
8,787
+1,199
+16% +$354K 0.07% 257
2024
Q4 		$2.25M Buy
7,588
+390
+5% +$112K 0.07% 278
2024
Q3 		$1.95M Sell
7,198
-158
-2% -$39.3K 0.07% 252
2024
Q2 		$1.7M Sell
7,356
-598
-8% -$138K 0.06% 262
2024
Q1 		$1.81M Sell
7,954
-1,001
-11% -$208K 0.07% 255
2023
Q4 		$1.68M Sell
8,955
-742
-8% -$119K 0.07% 258
2023
Q3 		$1.45M Sell
9,697
-654
-6% -$107K 0.07% 254
2023
Q2 		$1.8M Buy
10,351
+9
+0.1% +$1.45K 0.09% 230
2023
Q1 		$1.71M Buy
10,342
+80
+0.8% +$13.3K 0.08% 230
2022
Q4 		$1.52M Sell
10,262
-151
-1% -$22.4K 0.07% 257
2022
Q3 		$1.41M Sell
10,413
-397
-4% -$60.1K 0.07% 267
2022
Q2 		$1.5M Sell
10,810
-974
-8% -$161K 0.07% 273
2022
Q1 		$2.2M Buy
11,784
+446
+4% +$80.5K 0.08% 229
2021
Q4 		$1.85M Buy
11,338
+82
+0.7% +$14K 0.07% 275
2021
Q3 		$1.89M Buy
+11,256
New +$1.88M 0.08% 257

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

U.S. Capital Wealth Advisors's AXP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its American Express (AXP) stake by 8% in Q1 2026, buying an estimated $260K and bringing the position to 10,457 shares worth $3.16M. The position accounts for 0.08% of the portfolio, ranked #258.

U.S. Capital Wealth Advisors first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.58M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • U.S. Capital Wealth Advisors held 10,457 shares of American Express worth $3.16M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 774 American Express shares in Q1 2026, an estimated $260K.
  • American Express made up 0.08% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #258 holding.
  • U.S. Capital Wealth Advisors first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's American Express position peaked at $3.58M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.