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Wealth Quarterback’s American Express AXP Stock Holding History

Wealth Quarterback’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 		$368K Hold
1,218
– – 0.15% 111
2025
Q4 		$450K Hold
1,218
– – 0.16% 100
2025
Q3 		$404K Buy
1,218
+16
+1% +$5.09K 0.16% 103
2025
Q2 		$383K Buy
+1,202
New +$338K 0.18% 100
2021
Q3 		$92K Buy
544
+1
+0.2% +$167 0.06% 164
2021
Q2 		$90K Buy
+543
New +$85K 0.05% 179
2020
Q2 		– Sell
-721
Closed -$61.7K – 158
2020
Q1 		$61.7K Sell
721
-246
-25% -$28.6K 0.06% 199
2019
Q4 		$120K Buy
+967
New +$116K 0.1% 145

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 Quarterback's AXP Position: Q1 2026 in Review

Wealth Quarterback held its American Express (AXP) position steady in Q1 2026 at 1,218 shares worth $368K. The position accounts for 0.15% of the portfolio, ranked #111.

Wealth Quarterback first reported a position in AXP in Q4 2019 and has held it in 8 quarters since. The position peaked at $450K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Wealth Quarterback held 1,218 shares of American Express worth $368K as of Q1 2026.
  • Wealth Quarterback left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.15% of Wealth Quarterback's portfolio in Q1 2026, its #111 holding.
  • Wealth Quarterback first reported a position in American Express in Q4 2019 and has held it in 8 quarters since.
  • Wealth Quarterback's American Express position peaked at $450K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.