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WPG Advisers’s American Express AXP Stock Holding History

WPG Advisers’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 		$63.5K Sell
210
-2
-0.9% -$671 0.05% 230
2025
Q4 		$78.4K Sell
212
-39
-16% -$14K 0.06% 211
2025
Q3 		$83.4K Sell
251
-3
-1% -$954 0.06% 191
2025
Q2 		$81K Sell
254
-24
-9% -$6.75K 0.07% 190
2025
Q1 		$74.8K Buy
278
+11
+4% +$3.25K 0.07% 196
2024
Q4 		$79.2K Buy
+267
New +$76.7K 0.07% 206

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WPG Advisers's AXP Position: Q1 2026 in Review

WPG Advisers reduced its American Express (AXP) stake by 0.94% in Q1 2026, selling an estimated $671 and leaving 210 shares worth $63.5K. The position accounts for 0.05% of the portfolio, ranked #230.

WPG Advisers first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $83.4K in Q3 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • WPG Advisers held 210 shares of American Express worth $63.5K as of Q1 2026.
  • WPG Advisers sold 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.05% of WPG Advisers's portfolio in Q1 2026, its #230 holding.
  • WPG Advisers first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's American Express position peaked at $83.4K in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.