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Williams Jones Wealth Management’s American Express AXP Stock Holding History

Williams Jones 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 		$37.7M Sell
124,502
-627
-0.5% -$210K 0.46% 49
2025
Q4 		$46.3M Sell
125,129
-1,546
-1% -$553K 0.52% 49
2025
Q3 		$42.1M Sell
126,675
-772
-0.6% -$246K 0.48% 47
2025
Q2 		$40.7M Buy
127,447
+525
+0.4% +$148K 0.49% 50
2025
Q1 		$34.1M Sell
126,922
-1,914
-1% -$566K 0.44% 50
2024
Q4 		$38.2M Sell
128,836
-1,219
-0.9% -$350K 0.46% 47
2024
Q3 		$35.3M Sell
130,055
-21,267
-14% -$5.3M 0.41% 49
2024
Q2 		$35M Sell
151,322
-933
-0.6% -$216K 0.43% 47
2024
Q1 		$34.7M Sell
152,255
-816
-0.5% -$169K 0.44% 49
2023
Q4 		$28.7M Sell
153,071
-978
-0.6% -$157K 0.4% 55
2023
Q3 		$23M Sell
154,049
-2,708
-2% -$443K 0.35% 62
2023
Q2 		$27.3M Sell
156,757
-495
-0.3% -$79.9K 0.41% 53
2023
Q1 		$25.9M Sell
157,252
-623
-0.4% -$103K 0.41% 52
2022
Q4 		$23.3M Sell
157,875
-1,026
-0.6% -$152K 0.39% 56
2022
Q3 		$21.4M Buy
158,901
+1,385
+0.9% +$210K 0.37% 59
2022
Q2 		$21.8M Buy
157,516
+2,184
+1% +$361K 0.35% 58
2022
Q1 		$29M Buy
155,332
+1,309
+0.8% +$236K 0.4% 53
2021
Q4 		$25.2M Buy
154,023
+14,852
+11% +$2.53M 0.31% 61
2021
Q3 		$23.3M Buy
139,171
+2,093
+2% +$350K 0.33% 63
2021
Q2 		$22.6M Buy
137,078
+1,741
+1% +$273K 0.32% 64
2021
Q1 		$19.1M Buy
135,337
+2,038
+2% +$269K 0.3% 64
2020
Q4 		$16.1M Sell
133,299
-3,121
-2% -$346K 0.26% 67
2020
Q3 		$13.7M Buy
136,420
+801
+0.6% +$78.8K 0.25% 73
2020
Q2 		$12.9M Buy
135,619
+2,437
+2% +$224K 0.26% 70
2020
Q1 		$11.4M Sell
133,182
-135
-0.1% -$15.7K 0.3% 62
2019
Q4 		$16.6M Buy
133,317
+230
+0.2% +$27.5K 0.32% 68
2019
Q3 		$15.7M Buy
+133,087
New +$16.3M 0.32% 69

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

Williams Jones Wealth Management's AXP Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its American Express (AXP) stake by 0.5% in Q1 2026, selling an estimated $210K and leaving 124,502 shares worth $37.7M. The position accounts for 0.46% of the portfolio, ranked #49.

Williams Jones Wealth Management first reported a position in AXP in Q3 2019 and has held it in 27 quarters since. The position peaked at $46.3M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Williams Jones Wealth Management held 124,502 shares of American Express worth $37.7M as of Q1 2026.
  • Williams Jones Wealth Management sold 627 American Express shares in Q1 2026, an estimated $210K.
  • American Express made up 0.46% of Williams Jones Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Williams Jones Wealth Management first reported a position in American Express in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's American Express position peaked at $46.3M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.