Arbor Trust Wealth Advisors’s American Express AXP Stock Holding History

Arbor Trust Wealth Advisors’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	$613K	Sell	1,812 -135	-7%	-$43.2K	0.25%	59
2026 Q1	$589K	Buy	1,947 +130	+7%	+$43.6K	0.26%	60
2025 Q4	$672K	Hold	1,817	–	–	0.29%	55
2025 Q3	$604K	Buy	1,817 +115	+7%	+$36.6K	0.27%	55
2025 Q2	$543K	Buy	1,702 +380	+29%	+$107K	0.27%	59
2025 Q1	$356K	Buy	1,322 +342	+35%	+$101K	0.17%	72
2024 Q4	$291K	Hold	980	–	–	0.14%	81
2024 Q3	$227K	Hold	980	–	–	0.12%	87
2024 Q2	$227K	Buy	980 +5	+0.5%	+$1.16K	0.12%	87
2024 Q1	$213K	Buy	+975	New	+$202K	0.12%	92

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

Arbor Trust Wealth Advisors's AXP Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its American Express (AXP) stake by 6.9% in Q2 2026, selling an estimated $43.2K and leaving 1,812 shares worth $613K. The position accounts for 0.25% of the portfolio, ranked #59.

Arbor Trust Wealth Advisors first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $672K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Arbor Trust Wealth Advisors held 1,812 shares of American Express worth $613K as of Q2 2026.
Arbor Trust Wealth Advisors sold 135 American Express shares in Q2 2026, an estimated $43.2K.
American Express made up 0.25% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Arbor Trust Wealth Advisors first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
Arbor Trust Wealth Advisors's American Express position peaked at $672K in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.