Axxcess Wealth Management’s American Express AXP Stock Holding History

Axxcess 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	$2.57M	Buy	+7,600	New	+$2.43M	0.04%	350
2026 Q1	–	Sell	-7,047	Closed	-$2.61M	–	427
2025 Q4	$2.61M	Buy	7,047 +254	+4%	+$90.9K	0.05%	328
2025 Q3	$2.26M	Buy	6,793 +1,598	+31%	+$508K	0.05%	291
2025 Q2	$1.66M	Buy	5,195 +1,536	+42%	+$432K	0.04%	320
2025 Q1	$984K	Sell	3,659 -2,556	-41%	-$756K	0.03%	399
2024 Q4	$1.84M	Buy	6,215 +79	+1%	+$22.7K	0.04%	293
2024 Q3	$1.66M	Buy	6,136 +2,510	+69%	+$625K	0.04%	300
2024 Q2	$840K	Sell	3,626 -5,186	-59%	-$1.2M	0.02%	409
2024 Q1	$2.01M	Buy	8,812 +4,306	+96%	+$893K	0.05%	249
2023 Q4	$844K	Buy	4,506 +1,310	+41%	+$211K	0.02%	391
2023 Q3	$477K	Buy	+3,196	New	+$523K	0.02%	488
2023 Q2	–	Sell	-4,946	Closed	-$816K	–	599
2023 Q1	$816K	Sell	4,946 -3,418	-41%	-$567K	0.06%	268
2022 Q4	$1.24M	Buy	+8,364	New	+$1.24M	0.1%	192

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

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

Axxcess Wealth Management opened a new position in American Express (AXP) in Q2 2026: 7,600 shares worth $2.57M. The stake represents 0.04% of the portfolio and ranks #350 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AXP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.61M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Axxcess Wealth Management held 7,600 shares of American Express worth $2.57M as of Q2 2026.
American Express was a new Axxcess Wealth Management position in Q2 2026.
American Express made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #350 holding.
Axxcess Wealth Management first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
Axxcess Wealth Management's American Express position peaked at $2.61M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.