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Bernard Wealth Management’s American Express AXP Stock Holding History

Bernard 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 		$118K Sell
350
-17
-5% -$5.44K 0.04% 91
2026
Q1 		$111K Hold
367
– – 0.05% 93
2025
Q4 		$136K Hold
367
– – 0.06% 78
2025
Q3 		$122K Hold
367
– – 0.05% 81
2025
Q2 		$117K Sell
367
-3
-0.8% -$844 0.05% 81
2025
Q1 		$99.5K Buy
370
+3
+0.8% +$887 0.05% 84
2024
Q4 		$109K Buy
+367
New +$105K 0.05% 78

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

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

Bernard Wealth Management reduced its American Express (AXP) stake by 4.6% in Q2 2026, selling an estimated $5.44K and leaving 350 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #91.

Bernard Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bernard Wealth Management held 350 shares of American Express worth $118K as of Q2 2026.
  • Bernard Wealth Management sold 17 American Express shares in Q2 2026, an estimated $5.44K.
  • American Express made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Bernard Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's American Express position peaked at $136K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.