Bernardo Wealth Planning’s American Express AXP Stock Holding History

Bernardo Wealth Planning’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	$202K	Buy	+597	New	+$191K	0.03%	136

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

Bernardo Wealth Planning's AXP Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in American Express (AXP) in Q2 2026: 597 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Bernardo Wealth Planning held 597 shares of American Express worth $202K as of Q2 2026.
American Express was a new Bernardo Wealth Planning position in Q2 2026.
American Express made up 0.03% of Bernardo Wealth Planning's portfolio in Q2 2026, its #136 holding.
2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.