Corient Private Wealth
AXP icon

Corient Private Wealth’s American Express AXP Stock Holding History

Corient Private Wealth’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 		$243M Sell
718,481
-87,229
-11% -$27.9M 0.34% 53
2026
Q1 		$255M Buy
805,710
+18,874
+2% +$6.33M 0.37% 54
2025
Q4 		$291M Buy
786,836
+229,174
+41% +$82M 0.4% 47
2025
Q3 		$183M Sell
557,662
-256,453
-32% -$81.6M 0.29% 72
2025
Q2 		$260M Sell
814,115
-125,228
-13% -$35.2M 0.35% 54
2025
Q1 		$253M Sell
939,343
-112,615
-11% -$33.3M 0.41% 49
2024
Q4 		$312M Sell
1,051,958
-31,309
-3% -$9M 0.52% 36
2024
Q3 		$294M Sell
1,083,267
-31,580
-3% -$7.86M 0.46% 40
2024
Q2 		$258M Buy
1,114,847
+137
+0% +$31.7K 0.45% 41
2024
Q1 		$254M Sell
1,114,710
-63,377
-5% -$13.1M 0.45% 44
2023
Q4 		$221M Buy
1,178,087
+21,528
+2% +$3.47M 0.41% 50
2023
Q3 		$173M Buy
1,156,559
+91,348
+9% +$14.9M 0.4% 53
2023
Q2 		$186M Buy
1,065,211
+146,497
+16% +$23.6M 0.43% 51
2023
Q1 		$152M Buy
918,714
+77,325
+9% +$12.8M 0.41% 58
2022
Q4 		$124M Buy
+841,389
New +$125M 0.45% 55

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

Corient Private Wealth's AXP Position: Q2 2026 in Review

Corient Private Wealth reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $27.9M and leaving 718,481 shares worth $243M. The position accounts for 0.34% of the portfolio, ranked #53.

Corient Private Wealth first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $312M in Q4 2024. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Corient Private Wealth held 718,481 shares of American Express worth $243M as of Q2 2026.
  • Corient Private Wealth sold 87,229 American Express shares in Q2 2026, an estimated $27.9M.
  • American Express made up 0.34% of Corient Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Corient Private Wealth first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's American Express position peaked at $312M in Q4 2024.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.