Balboa Wealth Partners’s American Express AXP Stock Holding History

Balboa 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	$2.32M	Buy	6,847 +514	+8%	+$165K	0.32%	56
2026 Q1	$1.92M	Sell	6,333 -873	-12%	-$293K	0.32%	53
2025 Q4	$2.67M	Buy	7,206 +188	+3%	+$67.3K	0.44%	42
2025 Q3	$2.33M	Sell	7,018 -305	-4%	-$97K	0.4%	43
2025 Q2	$2.34M	Buy	7,323 +810	+12%	+$228K	0.47%	45
2025 Q1	$1.75M	Buy	6,513 +820	+14%	+$242K	0.42%	45
2024 Q4	$1.69M	Buy	5,693 +2,836	+99%	+$815K	0.39%	51
2024 Q3	$775K	Buy	2,857 +253	+10%	+$63K	0.19%	97
2024 Q2	$603K	Buy	+2,604	New	+$603K	0.16%	113
2023 Q2	–	Sell	-1,986	Closed	-$328K	–	303
2023 Q1	$328K	Buy	1,986 +555	+39%	+$92.1K	0.12%	149
2022 Q4	$212K	Buy	+1,431	New	+$212K	0.1%	204

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

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

Balboa Wealth Partners increased its American Express (AXP) stake by 8.1% in Q2 2026, buying an estimated $165K and bringing the position to 6,847 shares worth $2.32M. The position accounts for 0.32% of the portfolio, ranked #56.

Balboa Wealth Partners first reported a position in AXP in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Balboa Wealth Partners held 6,847 shares of American Express worth $2.32M as of Q2 2026.
Balboa Wealth Partners bought 514 American Express shares in Q2 2026, an estimated $165K.
American Express made up 0.32% of Balboa Wealth Partners's portfolio in Q2 2026, its #56 holding.
Balboa Wealth Partners first reported a position in American Express in Q4 2022 and has held it in 11 quarters since.
Balboa Wealth Partners's American Express position peaked at $2.67M in Q4 2025.
3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.