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WT Wealth Management’s American Express AXP Stock Holding History

WT 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 		$279K Hold
923
– – 0.08% 110
2025
Q4 		$341K Hold
923
– – 0.1% 102
2025
Q3 		$307K Hold
923
– – 0.09% 103
2025
Q2 		$294K Hold
923
– – 0.09% 113
2025
Q1 		$248K Hold
923
– – 0.08% 108
2024
Q4 		$274K Hold
923
– – 0.09% 112
2024
Q3 		$255K Hold
923
– – 0.08% 113
2024
Q2 		$214K Hold
923
– – 0.07% 112
2024
Q1 		$210K Buy
+923
New +$191K 0.08% 105

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