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White Knight Strategic Wealth Advisors’s American Express AXP Stock Holding History

White Knight Strategic Wealth Advisors’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 		$570K Sell
1,886
-43
-2% -$14.4K 0.48% 45
2025
Q4 		$714K Sell
1,929
-2
-0.1% -$716 0.52% 43
2025
Q3 		$641K Buy
1,931
+2
+0.1% +$636 0.51% 41
2025
Q2 		$615K Buy
1,929
+20
+1% +$5.63K 0.52% 41
2025
Q1 		$513K Sell
1,909
-1,925
-50% -$569K 0.47% 43
2024
Q4 		$1.14M Buy
3,834
+1,929
+101% +$554K 0.48% 44
2024
Q3 		$517K Buy
1,905
+2
+0.1% +$498 0.47% 46
2024
Q2 		$441K Buy
1,903
+2
+0.1% +$463 0.44% 42
2024
Q1 		$433K Sell
1,901
-383
-17% -$79.4K 0.45% 43
2023
Q4 		$428K Sell
2,284
-120
-5% -$19.3K 0.49% 42
2023
Q3 		$359K Buy
2,404
+162
+7% +$26.5K 0.47% 39
2023
Q2 		$390K Buy
2,242
+19
+0.9% +$3.07K 0.46% 40
2023
Q1 		$367K Sell
2,223
-235
-10% -$39K 0.46% 46
2022
Q4 		$363K Hold
2,458
– – 0.5% 49
2022
Q3 		$332K Hold
2,458
– – 0.48% 47
2022
Q2 		$341K Hold
2,458
– – 0.47% 46
2022
Q1 		$460K Sell
2,458
-780
-24% -$141K 0.5% 45
2021
Q4 		$530K Buy
+3,238
New +$552K 0.55% 43

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

White Knight Strategic Wealth Advisors's AXP Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its American Express (AXP) stake by 2.2% in Q1 2026, selling an estimated $14.4K and leaving 1,886 shares worth $570K. The position accounts for 0.48% of the portfolio, ranked #45.

White Knight Strategic Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 1,886 shares of American Express worth $570K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 43 American Express shares in Q1 2026, an estimated $14.4K.
  • American Express made up 0.48% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • White Knight Strategic Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's American Express position peaked at $1.14M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.