AWA
AXP icon

Aaron Wealth Advisors’s American Express AXP Stock Holding History

Aaron Wealth Advisors’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 		$2.43M Buy
7,192
+1,098
+18% +$352K 0.12% 109
2026
Q1 		$1.84M Sell
6,094
-1,278
-17% -$429K 0.1% 119
2025
Q4 		$2.73M Buy
7,372
+2,042
+38% +$731K 0.15% 94
2025
Q3 		$1.77M Buy
5,330
+943
+21% +$300K 0.1% 125
2025
Q2 		$1.4M Buy
4,387
+71
+2% +$20K 0.14% 101
2025
Q1 		$1.16M Buy
4,316
+90
+2% +$26.6K 0.13% 108
2024
Q4 		$1.25M Buy
4,226
+152
+4% +$43.7K 0.15% 91
2024
Q3 		$1.1M Buy
4,074
+381
+10% +$94.9K 0.13% 108
2024
Q2 		$855K Buy
3,693
+426
+13% +$98.7K 0.12% 114
2024
Q1 		$744K Buy
3,267
+322
+11% +$66.8K 0.11% 120
2023
Q4 		$552K Buy
2,945
+82
+3% +$13.2K 0.09% 134
2023
Q3 		$427K Sell
2,863
-10,100
-78% -$1.65M 0.06% 165
2023
Q2 		$2.26M Buy
12,963
+93
+0.7% +$15K 0.29% 55
2023
Q1 		$2.12M Buy
12,870
+237
+2% +$39.3K 0.29% 57
2022
Q4 		$1.87M Buy
12,633
+1,104
+10% +$164K 0.27% 62
2022
Q3 		$1.55M Buy
11,529
+9,873
+596% +$1.49M 0.29% 59
2022
Q2 		$229K Buy
1,656
+383
+30% +$63.3K 0.06% 172
2022
Q1 		$238K Buy
+1,273
New +$230K 0.05% 175

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's AXP Position: Q2 2026 in Review

Aaron Wealth Advisors increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $352K and bringing the position to 7,192 shares worth $2.43M. The position accounts for 0.12% of the portfolio, ranked #109.

Aaron Wealth Advisors first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.73M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aaron Wealth Advisors held 7,192 shares of American Express worth $2.43M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,098 American Express shares in Q2 2026, an estimated $352K.
  • American Express made up 0.12% of Aaron Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Aaron Wealth Advisors first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • Aaron Wealth Advisors's American Express position peaked at $2.73M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.