CWM
AXP icon

Consultiva Wealth Management’s American Express AXP Stock Holding History

Consultiva Wealth Management’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 		$765K Hold
2,262
– – 1.72% 11
2026
Q1 		$684K Hold
2,262
– – 1.98% 10
2025
Q4 		$837K Sell
2,262
-120
-5% -$42.9K 2.35% 9
2025
Q3 		$791K Hold
2,382
– – 2.22% 10
2025
Q2 		$760K Hold
2,382
– – 2.34% 9
2025
Q1 		$641K Buy
2,382
+2,262
+1,885% +$669K 2.2% 9
2024
Q4 		$35.6K Buy
+120
New +$34.5K 0.18% 66

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

Consultiva Wealth Management's AXP Position: Q2 2026 in Review

Consultiva Wealth Management held its American Express (AXP) position steady in Q2 2026 at 2,262 shares worth $765K. The position accounts for 1.72% of the portfolio, ranked #11.

Consultiva Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Consultiva Wealth Management held 2,262 shares of American Express worth $765K as of Q2 2026.
  • Consultiva Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 1.72% of Consultiva Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Consultiva Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's American Express position peaked at $837K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.