VSM Wealth Advisory’s American Express AXP Stock Holding History

VSM Wealth Advisory’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	$161K	Hold	533	–	–	0.05%	121
2025 Q4	$197K	Hold	533	–	–	0.06%	104
2025 Q3	$177K	Hold	533	–	–	0.06%	96
2025 Q2	$170K	Hold	533	–	–	0.06%	105
2025 Q1	$143K	Hold	533	–	–	0.05%	108
2024 Q4	$158K	Buy	+533	New	+$153K	0.06%	103

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VSM Wealth Advisory's AXP Position: Q1 2026 in Review

VSM Wealth Advisory held its American Express (AXP) position steady in Q1 2026 at 533 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #121.

VSM Wealth Advisory first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $197K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

VSM Wealth Advisory held 533 shares of American Express worth $161K as of Q1 2026.
VSM Wealth Advisory left its American Express share count unchanged in Q1 2026.
American Express made up 0.05% of VSM Wealth Advisory's portfolio in Q1 2026, its #121 holding.
VSM Wealth Advisory first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's American Express position peaked at $197K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.