4J Wealth Management’s American Express AXP Stock Holding History

4J 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 Q2	$432K	Hold	1,278	–	–	0.21%	68
2026 Q1	$387K	Hold	1,278	–	–	0.22%	67
2025 Q4	$473K	Hold	1,278	–	–	0.27%	57
2025 Q3	$425K	Hold	1,278	–	–	0.25%	59
2025 Q2	$408K	Hold	1,278	–	–	0.28%	59
2025 Q1	$344K	Hold	1,278	–	–	0.27%	61
2024 Q4	$379K	Hold	1,278	–	–	0.31%	55
2024 Q3	$347K	Hold	1,278	–	–	0.27%	60
2024 Q2	$296K	Hold	1,278	–	–	0.24%	65
2024 Q1	$291K	Hold	1,278	–	–	0.25%	69
2023 Q4	$239K	Buy	+1,278	New	+$206K	0.22%	76
2023 Q3	–	Sell	-1,278	Closed	-$223K	–	85
2023 Q2	$223K	Buy	+1,278	New	+$206K	0.22%	79

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 $3.37T AUM 44.26% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

4J Wealth Management's AXP Position: Q2 2026 in Review

4J Wealth Management held its American Express (AXP) position steady in Q2 2026 at 1,278 shares worth $432K. The position accounts for 0.21% of the portfolio, ranked #68.

4J Wealth Management first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $473K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

4J Wealth Management held 1,278 shares of American Express worth $432K as of Q2 2026.
4J Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.21% of 4J Wealth Management's portfolio in Q2 2026, its #68 holding.
4J Wealth Management first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
4J Wealth Management's American Express position peaked at $473K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.