Wealth Dimensions Group’s American Express AXP Stock Holding History

Wealth Dimensions Group’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	-608	Closed	-$225K	–	172
2025 Q4	$225K	Buy	+608	New	+$218K	0.04%	155
2025 Q3	–	Sell	-761	Closed	-$243K	–	181
2025 Q2	$243K	Hold	761	–	–	0.05%	149
2025 Q1	$205K	Sell	761 -5	-0.7%	-$1.48K	0.05%	157
2024 Q4	$227K	Buy	+766	New	+$220K	0.06%	141
2023 Q1	–	Sell	-2,085	Closed	-$308K	–	134
2022 Q4	$308K	Sell	2,085 -27	-1%	-$4K	0.13%	102
2022 Q3	$285K	Hold	2,112	–	–	0.14%	96
2022 Q2	$293K	Hold	2,112	–	–	0.14%	98
2022 Q1	$395K	Buy	2,112 +90	+4%	+$16.3K	0.18%	90
2021 Q4	$331K	Hold	2,022	–	–	0.16%	97
2021 Q3	$339K	Buy	+2,022	New	+$338K	0.22%	92

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 Dimensions Group's AXP Position: Q1 2026 in Review

Wealth Dimensions Group sold out of American Express (AXP) in Q1 2026, closing a stake of 608 shares — an estimated $225K sold.

Wealth Dimensions Group first reported a position in AXP in Q3 2021 and held it in 10 quarters. The position peaked at $395K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wealth Dimensions Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Wealth Dimensions Group sold 608 American Express shares in Q1 2026, an estimated $225K.
Wealth Dimensions Group first reported a position in American Express in Q3 2021 and held it in 10 quarters.
Wealth Dimensions Group's American Express position peaked at $395K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.