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Beverly Hills Private Wealth’s American Express AXP Stock Holding History

Beverly Hills Private Wealth’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 		$1.18M Sell
3,495
-3,200
-48% -$1.02M 0.23% 99
2026
Q1 		$2.03M Sell
6,695
-379
-5% -$127K 0.34% 80
2025
Q4 		$2.62M Sell
7,074
-149
-2% -$53.3K 0.45% 65
2025
Q3 		$2.4M Sell
7,223
-529
-7% -$168K 0.42% 69
2025
Q2 		$2.47M Buy
7,752
+249
+3% +$70.1K 0.46% 58
2025
Q1 		$2.02M Sell
7,503
-18
-0.2% -$5.32K 0.4% 69
2024
Q4 		$2.23M Sell
7,521
-222
-3% -$63.8K 0.45% 57
2024
Q3 		$2.1M Sell
7,743
-1,184
-13% -$295K 0.42% 67
2024
Q2 		$2.07M Sell
8,927
-509
-5% -$118K 0.45% 60
2024
Q1 		$2.15M Sell
9,436
-679
-7% -$141K 0.5% 56
2023
Q4 		$1.89M Sell
10,115
-289
-3% -$46.5K 0.49% 58
2023
Q3 		$1.55M Sell
10,404
-10,331
-50% -$1.69M 0.46% 63
2023
Q2 		$3.43M Buy
20,735
+10,424
+101% +$1.68M 0.56% 55
2023
Q1 		$1.7M Buy
10,311
+1,909
+23% +$317K 0.53% 55
2022
Q4 		$1.24M Buy
+8,402
New +$1.24M 0.54% 59

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

Beverly Hills Private Wealth's AXP Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its American Express (AXP) stake by 48% in Q2 2026, selling an estimated $1.02M and leaving 3,495 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #99.

Beverly Hills Private Wealth first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.43M in Q2 2023. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Beverly Hills Private Wealth held 3,495 shares of American Express worth $1.18M as of Q2 2026.
  • Beverly Hills Private Wealth sold 3,200 American Express shares in Q2 2026, an estimated $1.02M.
  • American Express made up 0.23% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #99 holding.
  • Beverly Hills Private Wealth first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's American Express position peaked at $3.43M in Q2 2023.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.