Strategic Wealth Investment Group, LLC / AXP
Strategic Wealth Investment Group, LLC’s American Express Co Position
Does Strategic Wealth Investment Group, LLC own American Express Co (AXP)? Yes — 32.8K shares worth $10M (+1.26% of its 13F portfolio) as of Q1 2026, up from 32.4K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
32.8K
% of Portfolio
+1.26%
Quarters Held
25
currently held
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 32.8K | $10M | +1.26% |
| Q4 2025 | 32.4K | $12M | +1.48% |
| Q3 2025 | 47.1K | $16M | +1.32% |
| Q2 2025 | 3.4K | $1M | +1.55% |
| Q1 2025 | 3.2K | $862,952 | +1.50% |
| Q4 2024 | 839.8K | $76M | +2.82% |
| Q3 2024 | 40.9K | $11M | +1.18% |
| Q2 2024 | 38.2K | $9M | +1.13% |
| Q4 2023 | 61.3K | $11M | +1.73% |
| Q3 2023 | 55.0K | $8M | +1.49% |
| Q2 2023 | 47.7K | $8M | +1.32% |
| Q1 2023 | 39.3K | $6M | +1.20% |
| Q4 2022 | 33.1K | $5M | +1.15% |
| Q3 2022 | 28.1K | $4M | +1.09% |
| Q2 2022 | 27.1K | $4M | +0.94% |
| Q1 2022 | 29.1K | $5M | +1.30% |
| Q4 2021 | 25.3K | $4M | +1.08% |
| Q3 2021 | 22.4K | $4M | +1.13% |
| Q2 2021 | 18.2K | $3M | +1.07% |
| Q1 2021 | 13.6K | $2M | +0.92% |
| Q4 2020 | 10.6K | $1M | +0.75% |
| Q3 2020 | 9.5K | $957,000 | +0.72% |
| Q2 2020 | 8.5K | $814,000 | +0.80% |
| Q1 2020 | 5.7K | $489,000 | +0.80% |
| Q4 2019 | 5.3K | $662,000 | +0.69% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of AXP.