CW
AXP icon

Channel Wealth’s American Express AXP Stock Holding History

Channel 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 		$898K Buy
2,655
+50
+2% +$16K 0.2% 81
2026
Q1 		$788K Sell
2,605
-21
-0.8% -$7.04K 0.19% 79
2025
Q4 		$971K Sell
2,626
-25
-0.9% -$8.95K 0.25% 68
2025
Q3 		$881K Sell
2,651
-165
-6% -$52.5K 0.24% 70
2025
Q2 		$898K Hold
2,816
– – 0.25% 66
2025
Q1 		$758K Buy
2,816
+260
+10% +$76.9K 0.24% 76
2024
Q4 		$759K Sell
2,556
-16
-0.6% -$4.6K 0.25% 73
2024
Q3 		$698K Hold
2,572
– – 0.23% 78
2024
Q2 		$596K Buy
2,572
+1,215
+90% +$281K 0.22% 83
2024
Q1 		$309K Sell
1,357
-32
-2% -$6.63K 0.12% 127
2023
Q4 		$260K Sell
1,389
-59
-4% -$9.5K 0.12% 137
2023
Q3 		$216K Sell
1,448
-55
-4% -$9K 0.12% 156
2023
Q2 		$262K Sell
1,503
-30
-2% -$4.84K 0.15% 144
2023
Q1 		$253K Buy
+1,533
New +$254K 0.16% 150

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

Channel Wealth's AXP Position: Q2 2026 in Review

Channel Wealth increased its American Express (AXP) stake by 1.9% in Q2 2026, buying an estimated $16K and bringing the position to 2,655 shares worth $898K. The position accounts for 0.2% of the portfolio, ranked #81.

Channel Wealth first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $971K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Channel Wealth held 2,655 shares of American Express worth $898K as of Q2 2026.
  • Channel Wealth bought 50 American Express shares in Q2 2026, an estimated $16K.
  • American Express made up 0.2% of Channel Wealth's portfolio in Q2 2026, its #81 holding.
  • Channel Wealth first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Channel Wealth's American Express position peaked at $971K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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