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Copia Wealth Management’s American Express AXP Stock Holding History

Copia 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 		$1.69K Hold
5
– – ﹤0.01% 481
2026
Q1 		$1.51K Sell
5
-2
-29% -$671 ﹤0.01% 450
2025
Q4 		$2.59K Hold
7
– – ﹤0.01% 423
2025
Q3 		$2.33K Hold
7
– – ﹤0.01% 397
2025
Q2 		$2.23K Buy
+7
New +$1.97K ﹤0.01% 385

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

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

Copia Wealth Management held its American Express (AXP) position steady in Q2 2026 at 5 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Copia Wealth Management first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.59K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Copia Wealth Management held 5 shares of American Express worth $1.69K as of Q2 2026.
  • Copia Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Copia Wealth Management first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's American Express position peaked at $2.59K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.