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Wealth Preservation Advisors’s American Express AXP Stock Holding History

Wealth Preservation Advisors’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 		$162K Buy
537
+8
+2% +$2.68K 0.13% 76
2025
Q4 		$196K Buy
529
+1
+0.2% +$358 0.1% 93
2025
Q3 		$175K Buy
528
+300
+132% +$95.4K 0.1% 90
2025
Q2 		$72.6K Buy
228
+2
+0.9% +$563 0.04% 155
2025
Q1 		$60.8K Buy
+226
New +$66.8K 0.04% 163

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 Preservation Advisors's AXP Position: Q1 2026 in Review

Wealth Preservation Advisors increased its American Express (AXP) stake by 1.5% in Q1 2026, buying an estimated $2.68K and bringing the position to 537 shares worth $162K. The position accounts for 0.13% of the portfolio, ranked #76.

Wealth Preservation Advisors first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $196K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Wealth Preservation Advisors held 537 shares of American Express worth $162K as of Q1 2026.
  • Wealth Preservation Advisors bought 8 American Express shares in Q1 2026, an estimated $2.68K.
  • American Express made up 0.13% of Wealth Preservation Advisors's portfolio in Q1 2026, its #76 holding.
  • Wealth Preservation Advisors first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's American Express position peaked at $196K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.