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Correct Capital Wealth Management’s American Express AXP Stock Holding History

Correct Capital 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 		$252K Hold
745
– – 0.04% 97
2026
Q1 		$225K Buy
745
+45
+6% +$15.1K 0.04% 103
2025
Q4 		$259K Hold
700
– – 0.05% 101
2025
Q3 		$233K Hold
700
– – 0.04% 109
2025
Q2 		$223K Sell
700
-296
-30% -$83.3K 0.03% 107
2025
Q1 		$268K Hold
996
– – 0.04% 98
2024
Q4 		$296K Buy
996
+164
+20% +$47.1K 0.06% 97
2024
Q3 		$226K Buy
+832
New +$207K 0.05% 112

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's AXP Position: Q2 2026 in Review

Correct Capital Wealth Management held its American Express (AXP) position steady in Q2 2026 at 745 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #97.

Correct Capital Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $296K in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Correct Capital Wealth Management held 745 shares of American Express worth $252K as of Q2 2026.
  • Correct Capital Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of Correct Capital Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Correct Capital Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Correct Capital Wealth Management's American Express position peaked at $296K in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.