Western Pacific Wealth Management’s American Express AXP Stock Holding History

Western Pacific Wealth Management’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	$192K	Hold	634	–	–	0.2%	61
2025 Q4	$235K	Hold	634	–	–	0.23%	51
2025 Q3	$211K	Hold	634	–	–	0.21%	64
2025 Q2	$202K	Hold	634	–	–	0.19%	63
2025 Q1	$171K	Hold	634	–	–	0.15%	72
2024 Q4	$188K	Hold	634	–	–	0.15%	68
2024 Q3	$172K	Hold	634	–	–	0.11%	71
2024 Q2	$147K	Hold	634	–	–	0.11%	66
2024 Q1	$144K	Hold	634	–	–	0.1%	72
2023 Q4	$119K	Buy	+634	New	+$102K	0.09%	76

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

Western Pacific Wealth Management's AXP Position: Q1 2026 in Review

Western Pacific Wealth Management held its American Express (AXP) position steady in Q1 2026 at 634 shares worth $192K. The position accounts for 0.2% of the portfolio, ranked #61.

Western Pacific Wealth Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $235K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Western Pacific Wealth Management held 634 shares of American Express worth $192K as of Q1 2026.
Western Pacific Wealth Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.2% of Western Pacific Wealth Management's portfolio in Q1 2026, its #61 holding.
Western Pacific Wealth Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Western Pacific Wealth Management's American Express position peaked at $235K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.