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Buck Wealth Strategies’s American Express AXP Stock Holding History

Buck Wealth Strategies’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 		$98.2K Buy
+290
New +$92.9K 0.01% 257
2025
Q3 		– Sell
-649
Closed -$207K – 174
2025
Q2 		$207K Buy
+649
New +$183K 0.03% 150
2023
Q4 		– Sell
-30
Closed -$4.48K – 89
2023
Q3 		$4.48K Hold
30
– – ﹤0.01% 248
2023
Q2 		$5.23K Hold
30
– – ﹤0.01% 184
2023
Q1 		$4.95K Buy
+30
New +$4.98K ﹤0.01% 132

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's AXP Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in American Express (AXP) in Q2 2026: 290 shares worth $98.2K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in AXP as recently as Q2 2025.

Buck Wealth Strategies first reported a position in AXP in Q1 2023 and has held it in 5 quarters since. The position peaked at $207K in Q2 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Buck Wealth Strategies held 290 shares of American Express worth $98.2K as of Q2 2026.
  • American Express was a new Buck Wealth Strategies position in Q2 2026.
  • American Express made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #257 holding.
  • Buck Wealth Strategies first reported a position in American Express in Q1 2023 and has held it in 5 quarters since.
  • Buck Wealth Strategies's American Express position peaked at $207K in Q2 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.