BOK Financial Private Wealth’s American Express AXP Stock Holding History

BOK Financial 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	$12.5K	Buy	+37	New	+$11.8K	﹤0.01%	381
2025 Q3	–	Sell	-66	Closed	-$21.1K	–	386
2025 Q2	$21.1K	Hold	66	–	–	﹤0.01%	316
2025 Q1	$17.8K	Sell	66 -25	-27%	-$7.39K	﹤0.01%	352
2024 Q4	$27K	Sell	91 -121	-57%	-$34.8K	﹤0.01%	307
2024 Q3	$57.5K	Buy	212 +198	+1,414%	+$49.3K	﹤0.01%	249
2024 Q2	$3.24K	Hold	14	–	–	﹤0.01%	423
2024 Q1	$3.19K	Hold	14	–	–	﹤0.01%	417
2023 Q4	$2.62K	Sell	14 -300	-96%	-$48.3K	﹤0.01%	432
2023 Q3	$46.8K	Buy	314 +300	+2,143%	+$49.1K	﹤0.01%	231
2023 Q2	$2.44K	Sell	14 -34	-71%	-$5.49K	﹤0.01%	338
2023 Q1	$7.92K	Buy	48 +34	+243%	+$5.64K	﹤0.01%	348
2022 Q4	$2.07K	Hold	14	–	–	﹤0.01%	342
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	354
2022 Q2	$2K	Sell	14 -2,688	-99%	-$444K	﹤0.01%	358
2022 Q1	$505K	Buy	2,702 +869	+47%	+$157K	0.04%	171
2021 Q4	$300K	Sell	1,833 -26	-1%	-$4.43K	0.02%	224
2021 Q3	$311K	Buy	1,859 +264	+17%	+$44.1K	0.02%	187
2021 Q2	$264K	Buy	+1,595	New	+$250K	0.02%	190

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

BOK Financial Private Wealth's AXP Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in American Express (AXP) in Q2 2026: 37 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in AXP as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in AXP in Q2 2021 and has held it in 18 quarters since. The position peaked at $505K in Q1 2022. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

BOK Financial Private Wealth held 37 shares of American Express worth $12.5K as of Q2 2026.
American Express was a new BOK Financial Private Wealth position in Q2 2026.
American Express made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #381 holding.
BOK Financial Private Wealth first reported a position in American Express in Q2 2021 and has held it in 18 quarters since.
BOK Financial Private Wealth's American Express position peaked at $505K in Q1 2022.
3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.