Wright Wealth’s American Express AXP Stock Holding History

Wright 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	-567	Closed	-$210K	–	52
2025 Q4	$210K	Buy	+567	New	+$203K	0.14%	56

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 $3.38T AUM 44.17% 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

Wright Wealth's AXP Position: Q1 2026 in Review

Wright Wealth sold out of American Express (AXP) in Q1 2026, closing a stake of 567 shares — an estimated $210K sold.

Wright Wealth first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Wright Wealth reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Wright Wealth sold 567 American Express shares in Q1 2026, an estimated $210K.
Wright Wealth first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Wright Wealth's American Express position peaked at $210K in Q4 2025.
2,911 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Wright Wealth's 13F filing for Q1 2026, filed 15 May 2026.