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Concord Wealth Partners’s American Express AXP Stock Holding History

Concord 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 		$12.9K Buy
+38
New +$12.2K ﹤0.01% 538
2026
Q1 		– Sell
-184
Closed -$68.1K – 249
2025
Q4 		$68.1K Buy
184
+17
+10% +$6.08K 0.01% 295
2025
Q3 		$55.5K Hold
167
– – 0.01% 321
2025
Q2 		$53.3K Sell
167
-5
-3% -$1.41K 0.01% 335
2025
Q1 		$46.3K Hold
172
– – 0.01% 328
2024
Q4 		$51K Sell
172
-250
-59% -$71.8K 0.01% 326
2024
Q3 		$114K Buy
422
+40
+10% +$9.96K 0.02% 250
2024
Q2 		$88.5K Sell
382
-89
-19% -$20.6K 0.02% 253
2024
Q1 		$107K Buy
471
+30
+7% +$6.22K 0.02% 267
2023
Q4 		$82.6K Sell
441
-217
-33% -$34.9K 0.02% 297
2023
Q3 		$98.2K Sell
658
-67
-9% -$11K 0.02% 285
2023
Q2 		$126K Sell
725
-207
-22% -$33.4K 0.03% 246
2023
Q1 		$154K Sell
932
-158
-14% -$26.2K 0.04% 197
2022
Q4 		$161K Buy
+1,090
New +$162K 0.05% 183
2022
Q3 		– Sell
-1,279
Closed -$177K – 232
2022
Q2 		$177K Sell
1,279
-3
-0.2% -$496 0.05% 171
2022
Q1 		$240K Sell
1,282
-85
-6% -$15.3K 0.06% 157
2021
Q4 		$224K Buy
1,367
+675
+98% +$115K 0.05% 172
2021
Q3 		$116K Sell
692
-475
-41% -$79.4K 0.05% 122
2021
Q2 		$193K Sell
1,167
-91
-7% -$14.3K 0.06% 141
2021
Q1 		$178K Sell
1,258
-116
-8% -$15.3K 0.06% 141
2020
Q4 		$166K Buy
+1,374
New +$152K 0.13% 85

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

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

Concord Wealth Partners opened a new position in American Express (AXP) in Q2 2026: 38 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AXP as recently as Q4 2025.

Concord Wealth Partners first reported a position in AXP in Q4 2020 and has held it in 21 quarters since. The position peaked at $240K in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Concord Wealth Partners held 38 shares of American Express worth $12.9K as of Q2 2026.
  • American Express was a new Concord Wealth Partners position in Q2 2026.
  • American Express made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #538 holding.
  • Concord Wealth Partners first reported a position in American Express in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's American Express position peaked at $240K in Q1 2022.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.