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Alliance Wealth Advisors (Utah)’s American Express AXP Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$345K Buy
1,020
+74
+8% +$23.7K 0.07% 177
2026
Q1 		$286K Sell
946
-190
-17% -$63.7K 0.06% 195
2025
Q4 		$420K Sell
1,136
-245
-18% -$87.7K 0.09% 183
2025
Q3 		$459K Buy
1,381
+120
+10% +$38.2K 0.11% 185
2025
Q2 		$402K Buy
1,261
+116
+10% +$32.6K 0.1% 187
2025
Q1 		$308K Sell
1,145
-38
-3% -$11.2K 0.08% 208
2024
Q4 		$351K Sell
1,183
-3
-0.3% -$862 0.09% 202
2024
Q3 		$322K Buy
1,186
+13
+1% +$3.24K 0.08% 200
2024
Q2 		$272K Buy
1,173
+29
+3% +$6.72K 0.08% 199
2024
Q1 		$260K Buy
1,144
+54
+5% +$11.2K 0.08% 211
2023
Q4 		$204K Buy
+1,090
New +$175K 0.07% 224

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

Alliance Wealth Advisors (Utah)'s AXP Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its American Express (AXP) stake by 7.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,020 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #177.

Alliance Wealth Advisors (Utah) first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,020 shares of American Express worth $345K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 74 American Express shares in Q2 2026, an estimated $23.7K.
  • American Express made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #177 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Alliance Wealth Advisors (Utah)'s American Express position peaked at $459K in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.