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BlueStem Wealth Partners’s American Express AXP Stock Holding History

BlueStem Wealth Partners’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 		$287K Buy
848
+40
+5% +$12.8K 0.03% 104
2026
Q1 		$244K Sell
808
-18
-2% -$6.04K 0.03% 111
2025
Q4 		$306K Buy
826
+35
+4% +$12.5K 0.03% 97
2025
Q3 		$263K Buy
791
+33
+4% +$10.5K 0.03% 103
2025
Q2 		$242K Buy
+758
New +$213K 0.03% 99
2025
Q1 		– Sell
-709
Closed -$210K – 104
2024
Q4 		$210K Buy
+709
New +$204K 0.03% 98

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

BlueStem Wealth Partners's AXP Position: Q2 2026 in Review

BlueStem Wealth Partners increased its American Express (AXP) stake by 5% in Q2 2026, buying an estimated $12.8K and bringing the position to 848 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #104.

BlueStem Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 3,007 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BlueStem Wealth Partners held 848 shares of American Express worth $287K as of Q2 2026.
  • BlueStem Wealth Partners bought 40 American Express shares in Q2 2026, an estimated $12.8K.
  • American Express made up 0.03% of BlueStem Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • BlueStem Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's American Express position peaked at $306K in Q4 2025.
  • 3,007 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.