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Warther Private Wealth’s American Express AXP Stock Holding History

Warther Private 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 		$881K Buy
2,913
+100
+4% +$33.5K 0.21% 30
2025
Q4 		$1.04M Buy
2,813
+13
+0.5% +$4.65K 0.25% 28
2025
Q3 		$930K Sell
2,800
-19
-0.7% -$6.04K 0.22% 26
2025
Q2 		$899K Sell
2,819
-1,449
-34% -$408K 0.23% 27
2025
Q1 		$1.15M Sell
4,268
-19,480
-82% -$5.76M 0.38% 23
2024
Q4 		$7.05M Sell
23,748
-979
-4% -$281K 2.37% 20
2024
Q3 		$6.71M Sell
24,727
-4,710
-16% -$1.17M 2.35% 18
2024
Q2 		$6.82M Sell
29,437
-2
-0% -$463 2.67% 15
2024
Q1 		$6.7M Sell
29,439
-88
-0.3% -$18.2K 2.99% 14
2023
Q4 		$5.53M Buy
29,527
+8,961
+44% +$1.44M 3.1% 13
2023
Q3 		$3.07M Buy
20,566
+4,946
+32% +$809K 2.04% 16
2023
Q2 		$2.72M Buy
15,620
+1,242
+9% +$200K 1.85% 15
2023
Q1 		$2.37M Buy
14,378
+226
+2% +$37.5K 1.81% 19
2022
Q4 		$2.09M Buy
14,152
+1,452
+11% +$215K 1.57% 23
2022
Q3 		$1.71M Buy
12,700
+3,800
+43% +$575K 1.36% 23
2022
Q2 		$1.25M Buy
8,900
+7,511
+541% +$1.24M 0.91% 38
2022
Q1 		$260K Hold
1,389
– – 0.17% 114
2021
Q4 		$234K Hold
1,389
– – 0.17% 108
2021
Q3 		$242K Buy
1,389
+90
+7% +$15K 0.22% 104
2021
Q2 		$217K Buy
+1,299
New +$203K 0.21% 104

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Warther Private Wealth's AXP Position: Q1 2026 in Review

Warther Private Wealth increased its American Express (AXP) stake by 3.6% in Q1 2026, buying an estimated $33.5K and bringing the position to 2,913 shares worth $881K. The position accounts for 0.21% of the portfolio, ranked #30.

Warther Private Wealth first reported a position in AXP in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.05M in Q4 2024. 2,898 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Warther Private Wealth held 2,913 shares of American Express worth $881K as of Q1 2026.
  • Warther Private Wealth bought 100 American Express shares in Q1 2026, an estimated $33.5K.
  • American Express made up 0.21% of Warther Private Wealth's portfolio in Q1 2026, its #30 holding.
  • Warther Private Wealth first reported a position in American Express in Q2 2021 and has held it in 20 quarters since.
  • Warther Private Wealth's American Express position peaked at $7.05M in Q4 2024.
  • 2,898 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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