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ARS Wealth Advisors Group’s American Express AXP Stock Holding History

ARS Wealth Advisors Group’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 		$419K Buy
1,238
+12
+1% +$3.84K 0.03% 153
2026
Q1 		$371K Buy
1,226
+217
+22% +$72.8K 0.03% 143
2025
Q4 		$373K Buy
1,009
+288
+40% +$103K 0.03% 130
2025
Q3 		$239K Hold
721
– – 0.02% 169
2025
Q2 		$230K Buy
+721
New +$203K 0.03% 167

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

ARS Wealth Advisors Group's AXP Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its American Express (AXP) stake by 0.98% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,238 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #153.

ARS Wealth Advisors Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • ARS Wealth Advisors Group held 1,238 shares of American Express worth $419K as of Q2 2026.
  • ARS Wealth Advisors Group bought 12 American Express shares in Q2 2026, an estimated $3.84K.
  • American Express made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #153 holding.
  • ARS Wealth Advisors Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.