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Burling Wealth Partners’s American Express AXP Stock Holding History

Burling 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 		$356K Hold
1,051
– – 0.05% 151
2026
Q1 		$318K Sell
1,051
-4
-0.4% -$1.34K 0.05% 146
2025
Q4 		$390K Buy
1,055
+16
+2% +$5.73K 0.06% 147
2025
Q3 		$345K Sell
1,039
-200
-16% -$63.6K 0.06% 142
2025
Q2 		$395K Buy
+1,239
New +$349K 0.07% 138

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

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

Burling Wealth Partners held its American Express (AXP) position steady in Q2 2026 at 1,051 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #151.

Burling Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $395K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Burling Wealth Partners held 1,051 shares of American Express worth $356K as of Q2 2026.
  • Burling Wealth Partners left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.05% of Burling Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Burling Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Burling Wealth Partners's American Express position peaked at $395K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.