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Ashton Thomas Private Wealth’s American Express AXP Stock Holding History

Ashton Thomas 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 		$3.7M Buy
10,928
+470
+4% +$150K 0.08% 257
2026
Q1 		$3.16M Sell
10,458
-1,754
-14% -$588K 0.07% 266
2025
Q4 		$4.52M Buy
12,212
+2,472
+25% +$885K 0.11% 190
2025
Q3 		$3.24M Buy
9,740
+792
+9% +$252K 0.08% 237
2025
Q2 		$2.85M Sell
8,948
-1,292
-13% -$364K 0.1% 216
2025
Q1 		$2.76M Buy
10,240
+417
+4% +$123K 0.11% 217
2024
Q4 		$2.92M Buy
9,823
+1,844
+23% +$530K 0.11% 210
2024
Q3 		$2.16M Buy
7,979
+78
+1% +$19.4K 0.11% 206
2024
Q2 		$1.83M Buy
7,901
+793
+11% +$184K 0.1% 216
2024
Q1 		$1.62M Buy
7,108
+546
+8% +$113K 0.09% 233
2023
Q4 		$1.23M Buy
6,562
+603
+10% +$97.1K 0.08% 264
2023
Q3 		$889K Buy
5,959
+660
+12% +$108K 0.06% 302
2023
Q2 		$923K Buy
5,299
+698
+15% +$113K 0.07% 283
2023
Q1 		$759K Buy
4,601
+1,473
+47% +$244K 0.07% 289
2022
Q4 		$462K Sell
3,128
-44
-1% -$6.52K 0.05% 348
2022
Q3 		$428K Buy
3,172
+3
+0.1% +$454 0.05% 338
2022
Q2 		$439K Sell
3,169
-39
-1% -$6.44K 0.05% 323
2022
Q1 		$600K Buy
3,208
+1,339
+72% +$242K 0.05% 328
2021
Q4 		$306K Buy
+1,869
New +$319K 0.03% 389

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

Ashton Thomas Private Wealth's AXP Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its American Express (AXP) stake by 4.5% in Q2 2026, buying an estimated $150K and bringing the position to 10,928 shares worth $3.7M. The position accounts for 0.08% of the portfolio, ranked #257.

Ashton Thomas Private Wealth first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.52M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ashton Thomas Private Wealth held 10,928 shares of American Express worth $3.7M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 470 American Express shares in Q2 2026, an estimated $150K.
  • American Express made up 0.08% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #257 holding.
  • Ashton Thomas Private Wealth first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's American Express position peaked at $4.52M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.