BWA
AXP icon

Blodgett Wealth Advisors’s American Express AXP Stock Holding History

Blodgett Wealth 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 		$1.71M Hold
5,044
– – 1.14% 17
2026
Q1 		$1.53M Hold
5,044
– – 1.21% 16
2025
Q4 		$1.87M Hold
5,044
– – 1.3% 15
2025
Q3 		$1.68M Sell
5,044
-175
-3% -$55.7K 1.15% 15
2025
Q2 		$1.66M Sell
5,219
-440
-8% -$124K 1.3% 15
2025
Q1 		$1.52M Hold
5,659
– – 1.3% 16
2024
Q4 		$1.68M Sell
5,659
-57
-1% -$16.4K 1.32% 12
2024
Q3 		$1.55M Buy
5,716
+4,660
+441% +$1.16M 1.3% 15
2024
Q2 		$245K Hold
1,056
– – 0.21% 51
2024
Q1 		$241K Buy
+1,056
New +$219K 0.22% 57
2022
Q2 		– Sell
-1,075
Closed -$201K – 70
2022
Q1 		$201K Buy
+1,075
New +$194K 0.17% 79

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

Blodgett Wealth Advisors's AXP Position: Q2 2026 in Review

Blodgett Wealth Advisors held its American Express (AXP) position steady in Q2 2026 at 5,044 shares worth $1.71M. The position accounts for 1.14% of the portfolio, ranked #17.

Blodgett Wealth Advisors first reported a position in AXP in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.87M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Blodgett Wealth Advisors held 5,044 shares of American Express worth $1.71M as of Q2 2026.
  • Blodgett Wealth Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 1.14% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Blodgett Wealth Advisors first reported a position in American Express in Q1 2022 and has held it in 11 quarters since.
  • Blodgett Wealth Advisors's American Express position peaked at $1.87M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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