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Wealth Alliance’s American Express AXP Stock Holding History

Wealth Alliance’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 		$1.5M Buy
4,951
+65
+1% +$21.8K 0.15% 130
2025
Q4 		$1.81M Sell
4,886
-452
-8% -$162K 0.18% 107
2025
Q3 		$1.77M Sell
5,338
-79
-1% -$25.1K 0.18% 104
2025
Q2 		$1.73M Buy
5,417
+548
+11% +$154K 0.19% 97
2025
Q1 		$1.31M Sell
4,869
-63
-1% -$18.6K 0.16% 128
2024
Q4 		$1.46M Sell
4,932
-134
-3% -$38.5K 0.18% 113
2024
Q3 		$1.37M Buy
5,066
+84
+2% +$20.9K 0.16% 122
2024
Q2 		$1.15M Sell
4,982
-288
-5% -$66.7K 0.15% 134
2024
Q1 		$1.2M Sell
5,270
-99
-2% -$20.5K 0.16% 132
2023
Q4 		$1.01M Sell
5,369
-540
-9% -$86.9K 0.14% 143
2023
Q3 		$882K Buy
5,909
+105
+2% +$17.2K 0.14% 149
2023
Q2 		$1.01M Buy
5,804
+208
+4% +$33.6K 0.15% 135
2023
Q1 		$923K Buy
5,596
+267
+5% +$44.3K 0.15% 150
2022
Q4 		$787K Buy
5,329
+500
+10% +$74.1K 0.14% 169
2022
Q3 		$651K Buy
4,829
+177
+4% +$26.8K 0.13% 173
2022
Q2 		$645K Sell
4,652
-689
-13% -$114K 0.12% 177
2022
Q1 		$998K Sell
5,341
-155
-3% -$28K 0.2% 114
2021
Q4 		$899K Buy
5,496
+69
+1% +$11.8K 0.18% 123
2021
Q3 		$909K Sell
5,427
-484
-8% -$80.9K 0.2% 110
2021
Q2 		$977K Buy
5,911
+611
+12% +$95.7K 0.23% 105
2021
Q1 		$750K Sell
5,300
-1,030
-16% -$136K 0.21% 124
2020
Q4 		$765K Sell
6,330
-847
-12% -$93.8K 0.23% 118
2020
Q3 		$719K Buy
7,177
+112
+2% +$11K 0.26% 98
2020
Q2 		$673K Buy
7,065
+2,696
+62% +$248K 0.27% 95
2020
Q1 		$374K Buy
+4,369
New +$508K 0.2% 133

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

Wealth Alliance's AXP Position: Q1 2026 in Review

Wealth Alliance increased its American Express (AXP) stake by 1.3% in Q1 2026, buying an estimated $21.8K and bringing the position to 4,951 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #130.

Wealth Alliance first reported a position in AXP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.81M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Wealth Alliance held 4,951 shares of American Express worth $1.5M as of Q1 2026.
  • Wealth Alliance bought 65 American Express shares in Q1 2026, an estimated $21.8K.
  • American Express made up 0.15% of Wealth Alliance's portfolio in Q1 2026, its #130 holding.
  • Wealth Alliance first reported a position in American Express in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's American Express position peaked at $1.81M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.