VWWMG
AXP icon

Vermillion & White Wealth Management Group’s American Express AXP Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-153
Closed -$57K – 110
2025
Q4 		$57K Buy
153
+13
+9% +$4.65K 0.03% 140
2025
Q3 		$46.4K Buy
140
+11
+9% +$3.5K 0.03% 160
2025
Q2 		$41K Buy
129
+1
+0.8% +$281 0.03% 156
2025
Q1 		$34.5K Hold
128
– – 0.03% 157
2024
Q4 		$38.1K Hold
128
– – 0.03% 154
2024
Q3 		$34.7K Hold
128
– – 0.03% 154
2024
Q2 		$29.6K Hold
128
– – 0.02% 165
2024
Q1 		$29.1K Sell
128
-26
-17% -$5.39K 0.02% 155
2023
Q4 		$28.9K Buy
+154
New +$24.8K 0.03% 125

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vermillion & White Wealth Management Group's AXP Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of American Express (AXP) in Q1 2026, closing a stake of 153 shares — an estimated $57K sold.

Vermillion & White Wealth Management Group first reported a position in AXP in Q4 2023 and held it in 9 quarters. The position peaked at $57K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 153 American Express shares in Q1 2026, an estimated $57K.
  • Vermillion & White Wealth Management Group first reported a position in American Express in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's American Express position peaked at $57K in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.