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Bullock Wealth Management’s American Express AXP Stock Holding History

Bullock Wealth Management’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 		$229K Buy
659
+1
+0.2% +$320 0.1% 166
2026
Q1 		$198K Buy
658
+42
+7% +$14.1K 0.1% 166
2025
Q4 		$228K Hold
616
– – 0.11% 152
2025
Q3 		$202K Sell
616
-951
-61% -$302K 0.1% 159
2025
Q2 		$505K Sell
1,567
-184
-11% -$51.8K 0.27% 90
2025
Q1 		$474K Buy
1,751
+1
+0.1% +$296 0.26% 89
2024
Q4 		$520K Buy
1,750
+113
+7% +$32.5K 0.3% 72
2024
Q3 		$440K Buy
1,637
+216
+15% +$53.8K 0.27% 88
2024
Q2 		$332K Buy
1,421
+349
+33% +$80.8K 0.22% 96
2024
Q1 		$244K Buy
+1,072
New +$222K 0.16% 122

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

Bullock Wealth Management's AXP Position: Q2 2026 in Review

Bullock Wealth Management increased its American Express (AXP) stake by 0.15% in Q2 2026, buying an estimated $320 and bringing the position to 659 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #166.

Bullock Wealth Management first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $520K in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bullock Wealth Management held 659 shares of American Express worth $229K as of Q2 2026.
  • Bullock Wealth Management bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Bullock Wealth Management first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's American Express position peaked at $520K in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.