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BCS Wealth Management’s American Express AXP Stock Holding History

BCS 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 		$232K Buy
+685
New +$219K 0.04% 255
2026
Q1 		– Sell
-1,038
Closed -$384K – 254
2025
Q4 		$384K Buy
+1,038
New +$371K 0.04% 255
2025
Q3 		– Sell
-636
Closed -$203K – 252
2025
Q2 		$203K Buy
+636
New +$179K 0.04% 254

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

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

BCS Wealth Management opened a new position in American Express (AXP) in Q2 2026: 685 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in AXP as recently as Q4 2025.

BCS Wealth Management first reported a position in AXP in Q2 2025 and has held it in 3 quarters since. The position peaked at $384K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BCS Wealth Management held 685 shares of American Express worth $232K as of Q2 2026.
  • American Express was a new BCS Wealth Management position in Q2 2026.
  • American Express made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #255 holding.
  • BCS Wealth Management first reported a position in American Express in Q2 2025 and has held it in 3 quarters since.
  • BCS Wealth Management's American Express position peaked at $384K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.