Advisortrust Partners’s American Express AXP Stock Holding History

Advisortrust 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	–	Sell	-1,353	Closed	-$409K	–	208
2026 Q1	$409K	Buy	1,353 +571	+73%	+$191K	0.17%	97
2025 Q4	$289K	Buy	+782	New	+$280K	0.13%	119

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

Advisortrust Partners's AXP Position: Q2 2026 in Review

Advisortrust Partners sold out of American Express (AXP) in Q2 2026, closing a stake of 1,353 shares — an estimated $409K sold.

Advisortrust Partners first reported a position in AXP in Q4 2025 and held it in 2 quarters. The position peaked at $409K in Q1 2026. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Advisortrust Partners reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Advisortrust Partners sold 1,353 American Express shares in Q2 2026, an estimated $409K.
Advisortrust Partners first reported a position in American Express in Q4 2025 and held it in 2 quarters.
Advisortrust Partners's American Express position peaked at $409K in Q1 2026.
2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.