AWP
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Abacus Wealth Partners’s American Express AXP Stock Holding History

Abacus Wealth Partners’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 		$600K Sell
1,775
-1,238
-41% -$396K 0.06% 128
2026
Q1 		$911K Sell
3,013
-290
-9% -$97.2K 0.08% 108
2025
Q4 		$1.22M Buy
3,303
+2,471
+297% +$884K 0.12% 79
2025
Q3 		$276K Buy
832
+107
+15% +$34K 0.04% 77
2025
Q2 		$231K Buy
+725
New +$204K 0.04% 96

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

Abacus Wealth Partners's AXP Position: Q2 2026 in Review

Abacus Wealth Partners reduced its American Express (AXP) stake by 41% in Q2 2026, selling an estimated $396K and leaving 1,775 shares worth $600K. The position accounts for 0.06% of the portfolio, ranked #128.

Abacus Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Abacus Wealth Partners held 1,775 shares of American Express worth $600K as of Q2 2026.
  • Abacus Wealth Partners sold 1,238 American Express shares in Q2 2026, an estimated $396K.
  • American Express made up 0.06% of Abacus Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Abacus Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Abacus Wealth Partners's American Express position peaked at $1.22M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.