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Whalen Wealth Management’s American Express AXP Stock Holding History

Whalen 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 		$641K Sell
2,118
-306
-13% -$103K 0.34% 81
2025
Q4 		$897K Buy
+2,424
New +$867K 0.48% 54

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

Whalen Wealth Management's AXP Position: Q1 2026 in Review

Whalen Wealth Management reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $103K and leaving 2,118 shares worth $641K. The position accounts for 0.34% of the portfolio, ranked #81.

Whalen Wealth Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $897K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Whalen Wealth Management held 2,118 shares of American Express worth $641K as of Q1 2026.
  • Whalen Wealth Management sold 306 American Express shares in Q1 2026, an estimated $103K.
  • American Express made up 0.34% of Whalen Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Whalen Wealth Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's American Express position peaked at $897K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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