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Weaver Consulting Group’s American Express AXP Stock Holding History

Weaver Consulting 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 		$720K Sell
2,379
-22
-0.9% -$7.38K 0.17% 110
2025
Q4 		$888K Buy
2,401
+14
+0.6% +$5.01K 0.22% 91
2025
Q3 		$793K Buy
2,387
+7
+0.3% +$2.23K 0.2% 94
2025
Q2 		$759K Buy
2,380
+2
+0.1% +$563 0.21% 92
2025
Q1 		$640K Hold
2,378
– – 0.19% 94
2024
Q4 		$706K Hold
2,378
– – 0.22% 86
2024
Q3 		$645K Hold
2,378
– – 0.2% 89
2024
Q2 		$551K Hold
2,378
– – 0.19% 94
2024
Q1 		$541K Hold
2,378
– – 0.2% 91
2023
Q4 		$445K Hold
2,378
– – 0.18% 102
2023
Q3 		$355K Hold
2,378
– – 0.16% 116
2023
Q2 		$414K Sell
2,378
-37
-2% -$5.97K 0.18% 98
2023
Q1 		$398K Hold
2,415
– – 0.18% 108
2022
Q4 		$357K Buy
2,415
+66
+3% +$9.78K 0.18% 109
2022
Q3 		$317K Sell
2,349
-7
-0.3% -$1.06K 0.18% 111
2022
Q2 		$327K Sell
2,356
-260
-10% -$42.9K 0.18% 110
2022
Q1 		$489K Hold
2,616
– – 0.24% 79
2021
Q4 		$428K Sell
2,616
-189
-7% -$32.2K 0.21% 90
2021
Q3 		$470K Buy
2,805
+21
+0.8% +$3.51K 0.26% 76
2021
Q2 		$460K Buy
2,784
+107
+4% +$16.8K 0.26% 79
2021
Q1 		$379K Buy
+2,677
New +$354K 0.23% 83
2020
Q4 		– Sell
-1,166
Closed -$117K – 197
2020
Q3 		$117K Sell
1,166
-150
-11% -$14.8K 0.07% 171
2020
Q2 		$125K Buy
1,316
+530
+67% +$48.8K 0.07% 162
2020
Q1 		$67K Buy
786
+38
+5% +$4.42K 0.04% 195
2019
Q4 		$89K Hold
748
– – 0.05% 175
2019
Q3 		$95K Hold
748
– – 0.05% 164
2019
Q2 		$92K Hold
748
– – 0.05% 158
2019
Q1 		$92K Buy
+748
New +$78.6K 0.03% 340

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

Weaver Consulting Group's AXP Position: Q1 2026 in Review

Weaver Consulting Group reduced its American Express (AXP) stake by 0.92% in Q1 2026, selling an estimated $7.38K and leaving 2,379 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #110.

Weaver Consulting Group first reported a position in AXP in Q1 2019 and has held it in 28 quarters since. The position peaked at $888K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Weaver Consulting Group held 2,379 shares of American Express worth $720K as of Q1 2026.
  • Weaver Consulting Group sold 22 American Express shares in Q1 2026, an estimated $7.38K.
  • American Express made up 0.17% of Weaver Consulting Group's portfolio in Q1 2026, its #110 holding.
  • Weaver Consulting Group first reported a position in American Express in Q1 2019 and has held it in 28 quarters since.
  • Weaver Consulting Group's American Express position peaked at $888K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.