Core Wealth Advisors (Florida)’s American Express AXP Stock Holding History

Core Wealth Advisors (Florida)’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	$306K	Buy	+904	New	+$289K	0.06%	106
2025 Q4	–	Sell	-812	Closed	-$270K	–	95
2025 Q3	$270K	Hold	812	–	–	0.07%	77
2025 Q2	$259K	Hold	812	–	–	0.07%	67
2025 Q1	$218K	Buy	+812	New	+$240K	0.07%	63
2024 Q2	–	Sell	-497	Closed	-$113K	–	69
2024 Q1	$113K	Hold	497	–	–	0.04%	69
2023 Q4	$93.1K	Sell	497 -44	-8%	-$7.08K	0.03%	68
2023 Q3	$80.7K	Hold	541	–	–	0.03%	66
2023 Q2	$94.2K	Hold	541	–	–	0.04%	63
2023 Q1	$89.2K	Hold	541	–	–	0.04%	67
2022 Q4	$79.9K	Buy	541 +44	+9%	+$6.52K	0.04%	66
2022 Q3	$67K	Buy	497 +490	+7,000%	+$74.2K	0.04%	60
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	204
2022 Q1	$1K	Sell	7 -35	-83%	-$6.32K	﹤0.01%	185
2021 Q4	$7K	Sell	42 -6,307	-99%	-$1.08M	﹤0.01%	166
2021 Q3	$1.06M	Buy	6,349 +6,342	+90,600%	+$1.06M	0.71%	19
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	175
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	166
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	169
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	143
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	119
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	142
2019 Q4	$1K	Buy	+7	New	+$837	﹤0.01%	123

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Core Wealth Advisors (Florida)'s AXP Position: Q2 2026 in Review

Core Wealth Advisors (Florida) opened a new position in American Express (AXP) in Q2 2026: 904 shares worth $306K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings. This is a return to the name: Core Wealth Advisors (Florida) previously reported a position in AXP as recently as Q3 2025.

Core Wealth Advisors (Florida) first reported a position in AXP in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.06M in Q3 2021. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Core Wealth Advisors (Florida) held 904 shares of American Express worth $306K as of Q2 2026.
American Express was a new Core Wealth Advisors (Florida) position in Q2 2026.
American Express made up 0.06% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #106 holding.
Core Wealth Advisors (Florida) first reported a position in American Express in Q4 2019 and has held it in 22 quarters since.
Core Wealth Advisors (Florida)'s American Express position peaked at $1.06M in Q3 2021.
2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.