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UP Strategic Wealth Investment Advisors’s American Express AXP Stock Holding History

UP Strategic Wealth Investment 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 		$278K Buy
871
+20
+2% +$6.71K 0.17% 74
2025
Q4 		$306K Hold
851
– – 0.22% 64
2025
Q3 		$281K Hold
851
– – 0.21% 66
2025
Q2 		$271K Sell
851
-50
-6% -$14.1K 0.21% 71
2025
Q1 		$242K Buy
901
+147
+19% +$43.5K 0.22% 74
2024
Q4 		$224K Buy
+754
New +$217K 0.22% 71

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

UP Strategic Wealth Investment Advisors's AXP Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its American Express (AXP) stake by 2.4% in Q1 2026, buying an estimated $6.71K and bringing the position to 871 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #74.

UP Strategic Wealth Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 871 shares of American Express worth $278K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 20 American Express shares in Q1 2026, an estimated $6.71K.
  • American Express made up 0.17% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • UP Strategic Wealth Investment Advisors's American Express position peaked at $306K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.