Wayfinding Financial’s American Express AXP Stock Holding History

Wayfinding Financial’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	-619	Closed	-$228K	–	159
2025 Q4	$228K	Buy	619 +11	+2%	+$3.94K	0.1%	139
2025 Q3	$201K	Buy	+608	New	+$193K	0.09%	149
2025 Q2	–	Sell	-703	Closed	-$189K	–	186
2025 Q1	$189K	Buy	+703	New	+$208K	0.08%	146

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

Wayfinding Financial's AXP Position: Q1 2026 in Review

Wayfinding Financial sold out of American Express (AXP) in Q1 2026, closing a stake of 619 shares — an estimated $228K sold.

Wayfinding Financial first reported a position in AXP in Q1 2025 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wayfinding Financial reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Wayfinding Financial sold 619 American Express shares in Q1 2026, an estimated $228K.
Wayfinding Financial first reported a position in American Express in Q1 2025 and held it in 3 quarters.
Wayfinding Financial's American Express position peaked at $228K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.