BIP Wealth’s American Express AXP Stock Holding History

BIP 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	$994K	Buy	2,938 +788	+37%	+$252K	0.03%	263
2026 Q1	$650K	Sell	2,150 -734	-25%	-$246K	0.03%	255
2025 Q4	$1.07M	Buy	2,884 +1,555	+117%	+$556K	0.04%	204
2025 Q3	$441K	Buy	1,329 +318	+31%	+$101K	0.02%	190
2025 Q2	$322K	Sell	1,011 -21	-2%	-$5.91K	0.02%	196
2025 Q1	$278K	Buy	1,032 +1	+0.1%	+$296	0.02%	218
2024 Q4	$306K	Buy	1,031 +24	+2%	+$6.89K	0.02%	204
2024 Q3	$273K	Buy	1,007 +25	+3%	+$6.22K	0.02%	193
2024 Q2	$227K	Hold	982	–	–	0.02%	176
2024 Q1	$224K	Buy	+982	New	+$204K	0.02%	199

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIP Wealth's AXP Position: Q2 2026 in Review

BIP Wealth increased its American Express (AXP) stake by 37% in Q2 2026, buying an estimated $252K and bringing the position to 2,938 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #263.

BIP Wealth first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2025. 1,564 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

BIP Wealth held 2,938 shares of American Express worth $994K as of Q2 2026.
BIP Wealth bought 788 American Express shares in Q2 2026, an estimated $252K.
American Express made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #263 holding.
BIP Wealth first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
BIP Wealth's American Express position peaked at $1.07M in Q4 2025.
1,564 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.