Consilio Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Consilio Wealth Advisors's AXP Position: Q2 2026 in Review
Consilio Wealth Advisors increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $2.56K and bringing the position to 749 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #94.
Consilio Wealth Advisors first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Consilio Wealth Advisors held 749 shares of American Express worth $253K as of Q2 2026.
- Consilio Wealth Advisors bought 8 American Express shares in Q2 2026, an estimated $2.56K.
- American Express made up 0.06% of Consilio Wealth Advisors's portfolio in Q2 2026, its #94 holding.
- Consilio Wealth Advisors first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
- Consilio Wealth Advisors's American Express position peaked at $281K in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.