Burton Enright Welch’s American Express AXP Stock Holding History

Burton Enright Welch’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	$427K	Sell	1,261 -260	-17%	-$83.2K	0.05%	103
2026 Q1	$460K	Buy	1,521 +183	+14%	+$61.4K	0.06%	95
2025 Q4	$495K	Sell	1,338 -27	-2%	-$9.66K	0.07%	89
2025 Q3	$453K	Buy	1,365 +30	+2%	+$9.54K	0.07%	88
2025 Q2	$426K	Buy	1,335 +173	+15%	+$48.7K	0.07%	83
2025 Q1	$313K	Sell	1,162 -1	-0.1%	-$296	0.06%	84
2024 Q4	$345K	Buy	1,163 +1	+0.1%	+$287	0.07%	76
2024 Q3	$315K	Hold	1,162	–	–	0.07%	76
2024 Q2	$269K	Sell	1,162 -106	-8%	-$24.5K	0.06%	82
2024 Q1	$289K	Sell	1,268 -61	-5%	-$12.6K	0.07%	74
2023 Q4	$249K	Sell	1,329 -256	-16%	-$41.2K	0.07%	73
2023 Q3	$236K	Buy	+1,585	New	+$259K	0.07%	68

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

Burton Enright Welch's AXP Position: Q2 2026 in Review

Burton Enright Welch reduced its American Express (AXP) stake by 17% in Q2 2026, selling an estimated $83.2K and leaving 1,261 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #103.

Burton Enright Welch first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $495K in Q4 2025. 2,995 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Burton Enright Welch held 1,261 shares of American Express worth $427K as of Q2 2026.
Burton Enright Welch sold 260 American Express shares in Q2 2026, an estimated $83.2K.
American Express made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #103 holding.
Burton Enright Welch first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
Burton Enright Welch's American Express position peaked at $495K in Q4 2025.
2,995 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.