AWP
AXP icon

Accretive Wealth Partners’s American Express AXP Stock Holding History

Accretive 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 		$569K Buy
1,683
+130
+8% +$41.6K 0.14% 115
2026
Q1 		$470K Buy
1,553
+99
+7% +$33.2K 0.13% 125
2025
Q4 		$538K Buy
1,454
+135
+10% +$48.3K 0.16% 106
2025
Q3 		$438K Buy
1,319
+10
+0.8% +$3.18K 0.13% 111
2025
Q2 		$418K Hold
1,309
– – 0.14% 113
2025
Q1 		$360K Buy
1,309
+409
+45% +$121K 0.13% 119
2024
Q4 		$267K Hold
900
– – 0.11% 120
2024
Q3 		$244K Sell
900
-4
-0.4% -$996 0.1% 123
2024
Q2 		$209K Buy
904
+4
+0.4% +$926 0.09% 130
2024
Q1 		$208K Buy
+900
New +$187K 0.09% 133

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 $3.38T AUM 44.17% 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

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

Accretive Wealth Partners increased its American Express (AXP) stake by 8.4% in Q2 2026, buying an estimated $41.6K and bringing the position to 1,683 shares worth $569K. The position accounts for 0.14% of the portfolio, ranked #115.

Accretive Wealth Partners first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Accretive Wealth Partners held 1,683 shares of American Express worth $569K as of Q2 2026.
  • Accretive Wealth Partners bought 130 American Express shares in Q2 2026, an estimated $41.6K.
  • American Express made up 0.14% of Accretive Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Accretive Wealth Partners first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.