ARQ Wealth Advisors’s American Express AXP Stock Holding History

ARQ 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	$5.78M	Sell	16,568 -1,890	-10%	-$605K	0.72%	48
2026 Q1	$5.58M	Buy	18,458 +16,172	+707%	+$5.42M	1.01%	32
2025 Q4	$846K	Sell	2,286 -150	-6%	-$53.7K	0.23%	64
2025 Q3	$809K	Buy	+2,436	New	+$775K	0.24%	61

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

ARQ Wealth Advisors's AXP Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its American Express (AXP) stake by 10% in Q2 2026, selling an estimated $605K and leaving 16,568 shares worth $5.78M. The position accounts for 0.72% of the portfolio, ranked #48.

ARQ Wealth Advisors first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

ARQ Wealth Advisors held 16,568 shares of American Express worth $5.78M as of Q2 2026.
ARQ Wealth Advisors sold 1,890 American Express shares in Q2 2026, an estimated $605K.
American Express made up 0.72% of ARQ Wealth Advisors's portfolio in Q2 2026, its #48 holding.
ARQ Wealth Advisors first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.