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Aviso Wealth Management’s American Express AXP Stock Holding History

Aviso Wealth Management’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 		$249K Buy
736
+4
+0.5% +$1.28K 0.08% 134
2026
Q1 		$221K Sell
732
-1,727
-70% -$579K 0.1% 132
2025
Q4 		$910K Buy
2,459
+60
+3% +$21.5K 0.38% 57
2025
Q3 		$797K Buy
2,399
+2
+0.1% +$636 0.35% 69
2025
Q2 		$765K Buy
2,397
+11
+0.5% +$3.1K 0.36% 69
2025
Q1 		$642K Buy
2,386
+178
+8% +$52.6K 0.34% 77
2024
Q4 		$655K Buy
2,208
+13
+0.6% +$3.73K 0.33% 76
2024
Q3 		$595K Buy
+2,195
New +$547K 0.32% 82

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

Aviso Wealth Management's AXP Position: Q2 2026 in Review

Aviso Wealth Management increased its American Express (AXP) stake by 0.55% in Q2 2026, buying an estimated $1.28K and bringing the position to 736 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #134.

Aviso Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $910K in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aviso Wealth Management held 736 shares of American Express worth $249K as of Q2 2026.
  • Aviso Wealth Management bought 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.08% of Aviso Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Aviso Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Aviso Wealth Management's American Express position peaked at $910K in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.