WFA of San Diego’s American Express AXP Stock Holding History

WFA of San Diego’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	$57.5K	Sell	190 -2	-1%	-$671	0.05%	174
2025 Q4	$71K	Hold	192	–	–	0.05%	163
2025 Q3	$63.8K	Sell	192 -96	-33%	-$30.5K	0.04%	175
2025 Q2	$91.9K	Buy	+288	New	+$81.1K	0.07%	145
2024 Q3	$78.9K	Sell	291 -8	-3%	-$1.99K	0.07%	145
2024 Q2	$69.2K	Buy	+299	New	+$69.2K	0.06%	150
2023 Q3	$44.6K	Hold	299	–	–	0.05%	180
2023 Q2	$52.1K	Buy	+299	New	+$48.2K	0.05%	164
2023 Q1	–	Sell	-299	Closed	-$44.2K	–	95
2022 Q4	$44.2K	Buy	+299	New	+$44.3K	0.03%	204
2022 Q3	–	Sell	-299	Closed	-$41K	–	110
2022 Q2	$41K	Buy	+299	New	+$49.4K	0.04%	172

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

WFA of San Diego's AXP Position: Q1 2026 in Review

WFA of San Diego reduced its American Express (AXP) stake by 1% in Q1 2026, selling an estimated $671 and leaving 190 shares worth $57.5K. The position accounts for 0.05% of the portfolio, ranked #174.

WFA of San Diego first reported a position in AXP in Q2 2022 and has held it in 10 quarters since. The position peaked at $91.9K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

WFA of San Diego held 190 shares of American Express worth $57.5K as of Q1 2026.
WFA of San Diego sold 2 American Express shares in Q1 2026, an estimated $671.
American Express made up 0.05% of WFA of San Diego's portfolio in Q1 2026, its #174 holding.
WFA of San Diego first reported a position in American Express in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's American Express position peaked at $91.9K in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.