WBI Investments’s American Express AXP Stock Holding History

WBI Investments’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	$917K	Sell	3,031 -4,879	-62%	-$1.64M	0.25%	118
2025 Q4	$2.93M	Buy	7,910 +1,329	+20%	+$476K	0.76%	18
2025 Q3	$2.19M	Buy	6,581 +3,541	+116%	+$1.13M	0.56%	42
2025 Q2	$970K	Buy	+3,040	New	+$856K	0.25%	115
2025 Q1	–	Sell	-6,566	Closed	-$1.95M	–	233
2024 Q4	$1.95M	Buy	6,566 +2,256	+52%	+$648K	0.49%	63
2024 Q3	$1.17M	Buy	+4,310	New	+$1.07M	0.28%	92
2024 Q2	–	Sell	-1,659	Closed	-$378K	–	170
2024 Q1	$378K	Sell	1,659 -2,214	-57%	-$459K	0.08%	154
2023 Q4	$726K	Buy	+3,873	New	+$623K	0.15%	130
2019 Q2	–	Sell	-16,610	Closed	-$1.81M	–	212
2019 Q1	$1.81M	Buy	+16,610	New	+$1.75M	0.14%	121
2018 Q4	–	Sell	-17,101	Closed	-$1.82M	–	99
2018 Q3	$1.82M	Sell	17,101 -9,114	-35%	-$948K	0.1%	149
2018 Q2	$2.57M	Buy	+26,215	New	+$2.58M	0.14%	101

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

WBI Investments's AXP Position: Q1 2026 in Review

WBI Investments reduced its American Express (AXP) stake by 62% in Q1 2026, selling an estimated $1.64M and leaving 3,031 shares worth $917K. The position accounts for 0.25% of the portfolio, ranked #118.

WBI Investments first reported a position in AXP in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.93M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

WBI Investments held 3,031 shares of American Express worth $917K as of Q1 2026.
WBI Investments sold 4,879 American Express shares in Q1 2026, an estimated $1.64M.
American Express made up 0.25% of WBI Investments's portfolio in Q1 2026, its #118 holding.
WBI Investments first reported a position in American Express in Q2 2018 and has held it in 11 quarters since.
WBI Investments's American Express position peaked at $2.93M in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.