Wealth Advisory Solutions’s American Express AXP Stock Holding History

Wealth Advisory Solutions’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	$925K	Buy	3,058 +2,291	+299%	+$768K	0.21%	75
2025 Q4	$284K	Hold	767	–	–	0.07%	111
2025 Q3	$255K	Hold	767	–	–	0.06%	122
2025 Q2	$245K	Sell	767 -252	-25%	-$70.9K	0.06%	125
2025 Q1	$274K	Sell	1,019 -769	-43%	-$227K	0.07%	119
2024 Q4	$531K	Buy	1,788 +212	+13%	+$60.9K	0.15%	84
2024 Q3	$427K	Hold	1,576	–	–	0.12%	91
2024 Q2	$365K	Hold	1,576	–	–	0.1%	93
2024 Q1	$359K	Buy	+1,576	New	+$327K	0.09%	98
2023 Q4	–	Sell	-1,551	Closed	-$231K	–	80
2023 Q3	$231K	Buy	+1,551	New	+$254K	0.05%	110
2021 Q1	–	Sell	-4,064	Closed	-$491K	–	139
2020 Q4	$491K	Buy	4,064 +1,598	+65%	+$177K	0.13%	96
2020 Q3	$247K	Buy	2,466 +24	+1%	+$2.36K	0.07%	158
2020 Q2	$232K	Buy	+2,442	New	+$225K	0.06%	159

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

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

Wealth Advisory Solutions increased its American Express (AXP) stake by 299% in Q1 2026, buying an estimated $768K and bringing the position to 3,058 shares worth $925K. The position accounts for 0.21% of the portfolio, ranked #75.

Wealth Advisory Solutions first reported a position in AXP in Q2 2020 and has held it in 13 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wealth Advisory Solutions held 3,058 shares of American Express worth $925K as of Q1 2026.
Wealth Advisory Solutions bought 2,291 American Express shares in Q1 2026, an estimated $768K.
American Express made up 0.21% of Wealth Advisory Solutions's portfolio in Q1 2026, its #75 holding.
Wealth Advisory Solutions first reported a position in American Express in Q2 2020 and has held it in 13 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.