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Walkner Condon Financial Advisors’s American Express AXP Stock Holding History

Walkner Condon Financial 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 		$403K Sell
1,334
-173
-11% -$58K 0.05% 202
2025
Q4 		$557K Buy
1,507
+129
+9% +$46.2K 0.08% 168
2025
Q3 		$458K Buy
1,378
+29
+2% +$9.22K 0.07% 184
2025
Q2 		$430K Sell
1,349
-9
-0.7% -$2.53K 0.08% 180
2025
Q1 		$365K Buy
1,358
+36
+3% +$10.6K 0.07% 184
2024
Q4 		$392K Sell
1,322
-8
-0.6% -$2.3K 0.08% 184
2024
Q3 		$361K Sell
1,330
-227
-15% -$56.5K 0.07% 191
2024
Q2 		$361K Sell
1,557
-755
-33% -$175K 0.08% 176
2024
Q1 		$526K Buy
2,312
+163
+8% +$33.8K 0.11% 144
2023
Q4 		$403K Buy
2,149
+164
+8% +$26.4K 0.09% 177
2023
Q3 		$296K Buy
1,985
+17
+0.9% +$2.78K 0.08% 194
2023
Q2 		$343K Buy
1,968
+26
+1% +$4.2K 0.09% 165
2023
Q1 		$320K Buy
1,942
+408
+27% +$67.7K 0.09% 163
2022
Q4 		$227K Buy
+1,534
New +$227K 0.07% 205
2022
Q2 		– Sell
-1,199
Closed -$224K – 217
2022
Q1 		$224K Buy
+1,199
New +$217K 0.06% 198

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

Walkner Condon Financial Advisors's AXP Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its American Express (AXP) stake by 11% in Q1 2026, selling an estimated $58K and leaving 1,334 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #202.

Walkner Condon Financial Advisors first reported a position in AXP in Q1 2022 and has held it in 15 quarters since. The position peaked at $557K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Walkner Condon Financial Advisors held 1,334 shares of American Express worth $403K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 173 American Express shares in Q1 2026, an estimated $58K.
  • American Express made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #202 holding.
  • Walkner Condon Financial Advisors first reported a position in American Express in Q1 2022 and has held it in 15 quarters since.
  • Walkner Condon Financial Advisors's American Express position peaked at $557K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.