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Conscious Wealth Investments’s American Express AXP Stock Holding History

Conscious Wealth Investments’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 		$3.85M Sell
10,971
-210
-2% -$67.2K 1.98% 21
2026
Q1 		$3.68M Sell
11,181
-38
-0.3% -$12.7K 2.05% 28
2025
Q4 		$3.98M Sell
11,219
-743
-6% -$266K 2.39% 21
2025
Q3 		$4.31M Sell
11,962
-128
-1% -$40.7K 2.56% 14
2025
Q2 		$3.73M Sell
12,090
-11
-0.1% -$3.1K 2.38% 20
2025
Q1 		$3.44M Sell
12,101
-2,447
-17% -$723K 2.39% 19
2024
Q4 		$4.55M Sell
14,548
-223
-2% -$64.1K 3.08% 8
2024
Q3 		$4.01M Sell
14,771
-155
-1% -$38.6K 2.76% 9
2024
Q2 		$3.68M Sell
14,926
-9
-0.1% -$2.08K 2.65% 8
2024
Q1 		$3.26M Buy
14,935
+323
+2% +$67K 2.48% 11
2023
Q4 		$2.75M Buy
+14,612
New +$2.35M 2.19% 17

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

Conscious Wealth Investments's AXP Position: Q2 2026 in Review

Conscious Wealth Investments reduced its American Express (AXP) stake by 1.9% in Q2 2026, selling an estimated $67.2K and leaving 10,971 shares worth $3.85M. The position accounts for 1.98% of the portfolio, ranked #21.

Conscious Wealth Investments first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.55M in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Conscious Wealth Investments held 10,971 shares of American Express worth $3.85M as of Q2 2026.
  • Conscious Wealth Investments sold 210 American Express shares in Q2 2026, an estimated $67.2K.
  • American Express made up 1.98% of Conscious Wealth Investments's portfolio in Q2 2026, its #21 holding.
  • Conscious Wealth Investments first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Conscious Wealth Investments's American Express position peaked at $4.55M in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.