Bellwether Advisors’s American Express AXP Stock Holding History

Bellwether 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
2026 Q2	$323K	Hold	954	–	–	0.05%	141
2026 Q1	$289K	Sell	954 -55	-5%	-$18.4K	0.05%	135
2025 Q4	$373K	Buy	+1,009	New	+$361K	0.06%	95
2025 Q3	–	Sell	-941	Closed	-$300K	–	166
2025 Q2	$300K	Buy	941 +62	+7%	+$17.4K	0.05%	104
2025 Q1	$236K	Hold	879	–	–	0.05%	113
2024 Q4	$261K	Hold	879	–	–	0.05%	116
2024 Q3	$238K	Buy	+879	New	+$219K	0.05%	108
2023 Q2	–	Sell	-814	Closed	-$134K	–	114
2023 Q1	$134K	Hold	814	–	–	0.04%	144
2022 Q4	$120K	Sell	814 -2,651	-77%	-$393K	0.03%	147
2022 Q3	$467K	Sell	3,465 -258	-7%	-$39.1K	0.15%	73
2022 Q2	$516K	Buy	3,723 +2,857	+330%	+$472K	0.17%	79
2022 Q1	$161K	Hold	866	–	–	0.05%	142
2021 Q4	$141K	Hold	866	–	–	0.04%	136
2021 Q3	$145K	Hold	866	–	–	0.05%	158
2021 Q2	$143K	Hold	866	–	–	0.05%	139
2021 Q1	$124K	Sell	866 -22,222	-96%	-$2.94M	0.05%	129
2020 Q4	$2.79M	Buy	+23,088	New	+$2.56M	1.23%	24

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

Bellwether Advisors's AXP Position: Q2 2026 in Review

Bellwether Advisors held its American Express (AXP) position steady in Q2 2026 at 954 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #141.

Bellwether Advisors first reported a position in AXP in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.79M in Q4 2020. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Bellwether Advisors held 954 shares of American Express worth $323K as of Q2 2026.
Bellwether Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.05% of Bellwether Advisors's portfolio in Q2 2026, its #141 holding.
Bellwether Advisors first reported a position in American Express in Q4 2020 and has held it in 17 quarters since.
Bellwether Advisors's American Express position peaked at $2.79M in Q4 2020.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.