AWE
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Avidian Wealth Enterprises’s American Express AXP Stock Holding History

Avidian Wealth Enterprises’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 		$969K Buy
2,865
+485
+20% +$155K 0.03% 325
2026
Q1 		$720K Sell
2,380
-100
-4% -$33.5K 0.02% 358
2025
Q4 		$918K Sell
2,480
-40
-2% -$14.3K 0.03% 244
2025
Q3 		$837K Buy
2,520
+264
+12% +$84K 0.03% 248
2025
Q2 		$720K Buy
2,256
+323
+17% +$90.9K 0.03% 256
2025
Q1 		$520K Buy
1,933
+22
+1% +$6.5K 0.02% 301
2024
Q4 		$567K Buy
1,911
+125
+7% +$35.9K 0.03% 275
2024
Q3 		$484K Buy
+1,786
New +$445K 0.02% 301
2023
Q2 		– Sell
-2,129
Closed -$351K – 417
2023
Q1 		$351K Buy
2,129
+37
+2% +$6.14K 0.02% 358
2022
Q4 		$309K Buy
+2,092
New +$310K 0.02% 355

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

Avidian Wealth Enterprises's AXP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its American Express (AXP) stake by 20% in Q2 2026, buying an estimated $155K and bringing the position to 2,865 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #325.

Avidian Wealth Enterprises first reported a position in AXP in Q4 2022 and has held it in 10 quarters since. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Avidian Wealth Enterprises held 2,865 shares of American Express worth $969K as of Q2 2026.
  • Avidian Wealth Enterprises bought 485 American Express shares in Q2 2026, an estimated $155K.
  • American Express made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #325 holding.
  • Avidian Wealth Enterprises first reported a position in American Express in Q4 2022 and has held it in 10 quarters since.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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