Avid Wealth Partners’s American Express AXP Stock Holding History

Avid 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	$219K	Sell	648 -30	-4%	-$9.61K	0.11%	71
2026 Q1	$205K	Buy	678 +90	+15%	+$30.2K	0.1%	71
2025 Q4	$218K	Buy	+588	New	+$210K	0.11%	59

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

Avid Wealth Partners's AXP Position: Q2 2026 in Review

Avid Wealth Partners reduced its American Express (AXP) stake by 4.4% in Q2 2026, selling an estimated $9.61K and leaving 648 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #71.

Avid Wealth Partners first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Avid Wealth Partners held 648 shares of American Express worth $219K as of Q2 2026.
Avid Wealth Partners sold 30 American Express shares in Q2 2026, an estimated $9.61K.
American Express made up 0.11% of Avid Wealth Partners's portfolio in Q2 2026, its #71 holding.
Avid Wealth Partners first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.