Winnow Wealth’s American Express AXP Stock Holding History

Winnow Wealth’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	–	Sell	-29	Closed	-$10.7K	–	165
2025 Q4	$10.7K	Buy	29 +16	+123%	+$5.73K	0.01%	223
2025 Q3	$4.33K	Buy	+13	New	+$4.13K	﹤0.01%	280
2025 Q2	–	Sell	-19	Closed	-$4.89K	–	215
2025 Q1	$4.89K	Buy	19 +6	+46%	+$1.77K	﹤0.01%	240
2024 Q4	$3.63K	Buy	+13	New	+$3.73K	﹤0.01%	223

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Winnow Wealth's AXP Position: Q1 2026 in Review

Winnow Wealth sold out of American Express (AXP) in Q1 2026, closing a stake of 29 shares — an estimated $10.7K sold.

Winnow Wealth first reported a position in AXP in Q4 2024 and held it in 4 quarters. The position peaked at $10.7K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Winnow Wealth reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 29 American Express shares in Q1 2026, an estimated $10.7K.
Winnow Wealth first reported a position in American Express in Q4 2024 and held it in 4 quarters.
Winnow Wealth's American Express position peaked at $10.7K in Q4 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.