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Alvarez & Marsal Private Wealth Partners’s American Express AXP Stock Holding History

Alvarez & Marsal Private Wealth 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
-833
Closed -$252K – 118
2026
Q1 		$252K Buy
+833
New +$279K 0.04% 142

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

Alvarez & Marsal Private Wealth Partners's AXP Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of American Express (AXP) in Q2 2026, closing a stake of 833 shares — an estimated $252K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 833 American Express shares in Q2 2026, an estimated $252K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in American Express in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's American Express position peaked at $252K in Q1 2026.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.