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Wealthspire Advisors (New York)’s American Express AXP Stock Holding History

Wealthspire Advisors (New York)’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 		$4.36M Buy
14,417
+132
+0.9% +$44.3K 0.03% 177
2025
Q4 		$5.28M Buy
14,285
+3,231
+29% +$1.16M 0.04% 155
2025
Q3 		$3.67M Sell
11,054
-207
-2% -$65.8K 0.02% 195
2025
Q2 		$3.59M Buy
11,261
+21
+0.2% +$5.91K 0.02% 193
2025
Q1 		$3.02M Sell
11,240
-35
-0.3% -$10.3K 0.02% 210
2024
Q4 		$3.35M Buy
11,275
+1,377
+14% +$396K 0.03% 182
2024
Q3 		$2.68M Buy
9,898
+4,428
+81% +$1.1M 0.03% 208
2024
Q2 		$1.27M Sell
5,470
-325
-6% -$75.3K 0.02% 274
2024
Q1 		$1.32M Sell
5,795
-557
-9% -$115K 0.02% 268
2023
Q4 		$1.19M Buy
6,352
+625
+11% +$101K 0.02% 280
2023
Q3 		$854K Buy
5,727
+654
+13% +$107K 0.01% 304
2023
Q2 		$884K Sell
5,073
-5
-0.1% -$807 0.01% 269
2023
Q1 		$838K Sell
5,078
-1,768
-26% -$293K 0.01% 280
2022
Q4 		$1.01M Buy
6,846
+1,746
+34% +$259K 0.02% 260
2022
Q3 		$688K Buy
5,100
+1,108
+28% +$168K 0.01% 289
2022
Q2 		$553K Buy
3,992
+649
+19% +$107K 0.01% 299
2022
Q1 		$625K Sell
3,343
-3,591
-52% -$649K 0.01% 238
2021
Q4 		$1.13M Sell
6,934
-880
-11% -$150K 0.03% 215
2021
Q3 		$1.31M Buy
7,814
+5,237
+203% +$876K 0.03% 215
2021
Q2 		$426K Sell
2,577
-11,548
-82% -$1.81M 0.01% 241
2021
Q1 		$2M Buy
14,125
+5,459
+63% +$721K 0.05% 175
2020
Q4 		$1.05M Buy
8,666
+3,616
+72% +$400K 0.03% 201
2020
Q3 		$506K Buy
5,050
+1,175
+30% +$116K 0.03% 182
2020
Q2 		$369K Sell
3,875
-6,510
-63% -$599K 0.03% 181
2020
Q1 		$889K Buy
10,385
+8,220
+380% +$956K 0.04% 214
2019
Q4 		$270K Buy
+2,165
New +$259K 0.02% 163
2019
Q1 		– Sell
-791
Closed -$75K – 110
2018
Q4 		$75K Buy
+791
New +$82.8K 0.01% 135

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

Wealthspire Advisors (New York)'s AXP Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its American Express (AXP) stake by 0.92% in Q1 2026, buying an estimated $44.3K and bringing the position to 14,417 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #177.

Wealthspire Advisors (New York) first reported a position in AXP in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.28M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Wealthspire Advisors (New York) held 14,417 shares of American Express worth $4.36M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 132 American Express shares in Q1 2026, an estimated $44.3K.
  • American Express made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #177 holding.
  • Wealthspire Advisors (New York) first reported a position in American Express in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s American Express position peaked at $5.28M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.