Allied Private Wealth’s American Express AXP Stock Holding History

Allied Private 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	$124K	Buy	+370	New	+$118K	0.08%	158

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

Allied Private Wealth's AXP Position: Q2 2026 in Review

Allied Private Wealth opened a new position in American Express (AXP) in Q2 2026: 370 shares worth $124K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings.

2,996 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Allied Private Wealth held 370 shares of American Express worth $124K as of Q2 2026.
American Express was a new Allied Private Wealth position in Q2 2026.
American Express made up 0.08% of Allied Private Wealth's portfolio in Q2 2026, its #158 holding.
2,996 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.