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Beacon Pointe Advisors’s American Express AXP Stock Holding History

Beacon Pointe Advisors’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
2025
Q3 		– Sell
-1,600
Closed -$510K – 1388
2025
Q2 		$510K Hold
1,600
– – 0.01% 877
2025
Q1 		$430K Buy
+1,600
New +$473K ﹤0.01% 893

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

Beacon Pointe Advisors's AXP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its American Express (AXP) stake by 0.54% in Q2 2026, selling an estimated $157K and leaving 90,500 shares worth $30.6M. The position accounts for 0.14% of the portfolio, ranked #151.

Beacon Pointe Advisors first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Beacon Pointe Advisors held 90,500 shares of American Express worth $30.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 489 American Express shares in Q2 2026, an estimated $157K.
  • American Express made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #151 holding.
  • Beacon Pointe Advisors first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.