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Vance Wealth’s American Express AXP Stock Holding History

Vance Wealth’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 		$252K Buy
832
+35
+4% +$11.7K 0.07% 105
2025
Q4 		$295K Buy
797
+6
+0.8% +$2.15K 0.09% 97
2025
Q3 		$263K Buy
791
+43
+6% +$13.7K 0.08% 100
2025
Q2 		$239K Buy
+748
New +$211K 0.08% 105
2025
Q1 		– Sell
-687
Closed -$204K – 106
2024
Q4 		$204K Buy
+687
New +$197K 0.08% 97

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

Vance Wealth's AXP Position: Q1 2026 in Review

Vance Wealth increased its American Express (AXP) stake by 4.4% in Q1 2026, buying an estimated $11.7K and bringing the position to 832 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #105.

Vance Wealth first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $295K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Vance Wealth held 832 shares of American Express worth $252K as of Q1 2026.
  • Vance Wealth bought 35 American Express shares in Q1 2026, an estimated $11.7K.
  • American Express made up 0.07% of Vance Wealth's portfolio in Q1 2026, its #105 holding.
  • Vance Wealth first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • Vance Wealth's American Express position peaked at $295K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.