WealthShield Partners’s American Express AXP Stock Holding History

WealthShield Partners’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	$404K	Buy	1,335 +5	+0.4%	+$1.68K	0.05%	263
2025 Q4	$492K	Buy	1,330 +2	+0.2%	+$716	0.05%	245
2025 Q3	$441K	Buy	1,328 +8	+0.6%	+$2.54K	0.05%	249
2025 Q2	$421K	Sell	1,320 -19	-1%	-$5.35K	0.05%	249
2025 Q1	$360K	Buy	1,339 +556	+71%	+$164K	0.05%	249
2024 Q4	$232K	Sell	783 -137	-15%	-$39.4K	0.03%	267
2024 Q3	$250K	Buy	+920	New	+$229K	0.03%	266
2021 Q3	–	Sell	-582	Closed	-$166K	–	275
2021 Q2	$166K	Buy	582 +31	+6%	+$4.86K	0.03%	288
2021 Q1	$78K	Buy	+551	New	+$72.8K	0.01%	378

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

WealthShield Partners's AXP Position: Q1 2026 in Review

WealthShield Partners increased its American Express (AXP) stake by 0.38% in Q1 2026, buying an estimated $1.68K and bringing the position to 1,335 shares worth $404K. The position accounts for 0.05% of the portfolio, ranked #263.

WealthShield Partners first reported a position in AXP in Q1 2021 and has held it in 9 quarters since. The position peaked at $492K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

WealthShield Partners held 1,335 shares of American Express worth $404K as of Q1 2026.
WealthShield Partners bought 5 American Express shares in Q1 2026, an estimated $1.68K.
American Express made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #263 holding.
WealthShield Partners first reported a position in American Express in Q1 2021 and has held it in 9 quarters since.
WealthShield Partners's American Express position peaked at $492K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.