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Cogent Private Wealth’s American Express AXP Stock Holding History

Cogent Private 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 		$220K Buy
+649
New +$208K 0.14% 110
2026
Q1 		– Sell
-593
Closed -$219K – 99
2025
Q4 		$219K Buy
+593
New +$212K 0.17% 89

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

Cogent Private Wealth's AXP Position: Q2 2026 in Review

Cogent Private Wealth opened a new position in American Express (AXP) in Q2 2026: 649 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #110 among its holdings. This is a return to the name: Cogent Private Wealth previously reported a position in AXP as recently as Q4 2025.

Cogent Private Wealth first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cogent Private Wealth held 649 shares of American Express worth $220K as of Q2 2026.
  • American Express was a new Cogent Private Wealth position in Q2 2026.
  • American Express made up 0.14% of Cogent Private Wealth's portfolio in Q2 2026, its #110 holding.
  • Cogent Private Wealth first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.