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Alliance Wealth Strategies’s American Express AXP Stock Holding History

Alliance Wealth Strategies’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 		$309K Hold
913
– – 0.24% 57
2026
Q1 		$276K Hold
913
– – 0.25% 57
2025
Q4 		$338K Buy
+913
New +$327K 0.32% 54

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 Strategies's AXP Position: Q2 2026 in Review

Alliance Wealth Strategies held its American Express (AXP) position steady in Q2 2026 at 913 shares worth $309K. The position accounts for 0.24% of the portfolio, ranked #57.

Alliance Wealth Strategies first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alliance Wealth Strategies held 913 shares of American Express worth $309K as of Q2 2026.
  • Alliance Wealth Strategies left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.24% of Alliance Wealth Strategies's portfolio in Q2 2026, its #57 holding.
  • Alliance Wealth Strategies first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Alliance Wealth Strategies's American Express position peaked at $338K in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alliance Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.