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Alaethes Wealth’s American Express AXP Stock Holding History

Alaethes Wealth’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 		$1.63M Buy
4,827
+24
+0.5% +$7.68K 0.47% 68
2026
Q1 		$1.45M Buy
4,803
+64
+1% +$21.5K 0.41% 75
2025
Q4 		$1.75M Buy
+4,739
New +$1.7M 0.49% 63
2022
Q2 		– Sell
-65
Closed -$12K – 123
2022
Q1 		$12K Hold
65
– – 0.01% 212
2021
Q4 		$11K Hold
65
– – 0.01% 193
2021
Q3 		$11K Hold
65
– – 0.01% 182
2021
Q2 		$11K Buy
+65
New +$10.2K 0.01% 180

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

Alaethes Wealth's AXP Position: Q2 2026 in Review

Alaethes Wealth increased its American Express (AXP) stake by 0.5% in Q2 2026, buying an estimated $7.68K and bringing the position to 4,827 shares worth $1.63M. The position accounts for 0.47% of the portfolio, ranked #68.

Alaethes Wealth first reported a position in AXP in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alaethes Wealth held 4,827 shares of American Express worth $1.63M as of Q2 2026.
  • Alaethes Wealth bought 24 American Express shares in Q2 2026, an estimated $7.68K.
  • American Express made up 0.47% of Alaethes Wealth's portfolio in Q2 2026, its #68 holding.
  • Alaethes Wealth first reported a position in American Express in Q2 2021 and has held it in 7 quarters since.
  • Alaethes Wealth's American Express position peaked at $1.75M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.