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Abound Wealth Management’s American Express AXP Stock Holding History

Abound 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 		$76.3K Sell
226
-35
-13% -$11.2K 0.02% 185
2026
Q1 		$79K Sell
261
-16
-6% -$5.37K 0.02% 178
2025
Q4 		$103K Buy
277
+77
+39% +$27.6K 0.02% 136
2025
Q3 		$66.6K Buy
200
+33
+20% +$10.5K 0.02% 176
2025
Q2 		$53.2K Sell
167
-2
-1% -$563 0.02% 199
2025
Q1 		$45.4K Buy
169
+4
+2% +$1.18K 0.02% 200
2024
Q4 		$49K Sell
165
-59
-26% -$17K 0.02% 178
2024
Q3 		$60.8K Buy
224
+53
+31% +$13.2K 0.02% 152
2024
Q2 		$39.6K Buy
171
+6
+4% +$1.39K 0.01% 176
2024
Q1 		$37.6K Buy
165
+2
+1% +$415 0.01% 175
2023
Q4 		$30.5K Sell
163
-1
-0.6% -$161 0.01% 201
2023
Q3 		$24.5K Buy
164
+34
+26% +$5.56K 0.01% 193
2023
Q2 		$22.7K Buy
130
+11
+9% +$1.77K 0.01% 203
2023
Q1 		$19.6K Buy
119
+55
+86% +$9.12K 0.01% 207
2022
Q4 		$9.47K Buy
64
+26
+68% +$3.85K ﹤0.01% 266
2022
Q3 		$5.13K Buy
+38
New +$5.75K ﹤0.01% 362

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

Abound Wealth Management's AXP Position: Q2 2026 in Review

Abound Wealth Management reduced its American Express (AXP) stake by 13% in Q2 2026, selling an estimated $11.2K and leaving 226 shares worth $76.3K. The position accounts for 0.02% of the portfolio, ranked #185.

Abound Wealth Management first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. The position peaked at $103K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Abound Wealth Management held 226 shares of American Express worth $76.3K as of Q2 2026.
  • Abound Wealth Management sold 35 American Express shares in Q2 2026, an estimated $11.2K.
  • American Express made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Abound Wealth Management first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's American Express position peaked at $103K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.