Xcel Wealth Management’s American Express AXP Stock Holding History

Xcel 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	$2.21M	Sell	7,317 -561	-7%	-$188K	0.61%	47
2025 Q4	$2.91M	Sell	7,878 -2,065	-21%	-$739K	0.74%	34
2025 Q3	$3.3M	Sell	9,943 -130	-1%	-$41.4K	0.86%	30
2025 Q2	$3.21M	Buy	10,073 +300	+3%	+$84.4K	0.91%	31
2025 Q1	$2.63M	Sell	9,773 -20	-0.2%	-$5.91K	0.82%	31
2024 Q4	$2.91M	Hold	9,793	–	–	0.81%	30
2024 Q3	$2.66M	Sell	9,793 -30	-0.3%	-$7.47K	0.78%	34
2024 Q2	$2.27M	Sell	9,823 -400	-4%	-$92.6K	0.71%	36
2024 Q1	$2.33M	Sell	10,223 -1,550	-13%	-$321K	0.73%	34
2023 Q4	$2.21M	Sell	11,773 -750	-6%	-$121K	0.77%	34
2023 Q3	$1.87M	Sell	12,523 -300	-2%	-$49.1K	0.74%	37
2023 Q2	$2.23M	Buy	12,823 +300	+2%	+$48.4K	0.71%	39
2023 Q1	$2.07M	Buy	+12,523	New	+$2.08M	0.73%	42
2022 Q2	–	Sell	-2,480	Closed	-$464K	–	124
2022 Q1	$464K	Hold	2,480	–	–	0.13%	96
2021 Q4	$406K	Buy	2,480 +1	+0%	+$171	0.1%	115
2021 Q3	$415K	Hold	2,479	–	–	0.12%	108
2021 Q2	$410K	Buy	+2,479	New	+$388K	0.12%	109

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Xcel Wealth Management's AXP Position: Q1 2026 in Review

Xcel Wealth Management reduced its American Express (AXP) stake by 7.1% in Q1 2026, selling an estimated $188K and leaving 7,317 shares worth $2.21M. The position accounts for 0.61% of the portfolio, ranked #47.

Xcel Wealth Management first reported a position in AXP in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.3M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Xcel Wealth Management held 7,317 shares of American Express worth $2.21M as of Q1 2026.
Xcel Wealth Management sold 561 American Express shares in Q1 2026, an estimated $188K.
American Express made up 0.61% of Xcel Wealth Management's portfolio in Q1 2026, its #47 holding.
Xcel Wealth Management first reported a position in American Express in Q2 2021 and has held it in 17 quarters since.
Xcel Wealth Management's American Express position peaked at $3.3M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.