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CreativeOne Wealth’s American Express AXP Stock Holding History

CreativeOne 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 		$4.12M Sell
12,168
-956
-7% -$306K 0.09% 208
2026
Q1 		$3.97M Sell
13,124
-500
-4% -$168K 0.09% 211
2025
Q4 		$5.04M Buy
13,624
+149
+1% +$53.3K 0.12% 148
2025
Q3 		$4.48M Sell
13,475
-521
-4% -$166K 0.11% 172
2025
Q2 		$4.46M Buy
13,996
+1,061
+8% +$299K 0.12% 164
2025
Q1 		$3.48M Buy
12,935
+119
+0.9% +$35.2K 0.1% 187
2024
Q4 		$3.8M Buy
12,816
+826
+7% +$237K 0.12% 166
2024
Q3 		$3.25M Sell
11,990
-103
-0.9% -$25.6K 0.11% 174
2024
Q2 		$2.8M Sell
12,093
-1,006
-8% -$233K 0.14% 139
2024
Q1 		$2.98M Buy
13,099
+2,428
+23% +$503K 0.12% 161
2023
Q4 		$2M Sell
10,671
-1
-0% -$161 0.13% 155
2023
Q3 		$1.59M Sell
10,672
-1,463
-12% -$239K 0.11% 174
2023
Q2 		$2.11M Sell
12,135
-598
-5% -$96.5K 0.1% 198
2023
Q1 		$2.1M Buy
12,733
+662
+5% +$110K 0.1% 176
2022
Q4 		$1.78M Buy
12,071
+262
+2% +$38.8K 0.1% 188
2022
Q3 		$1.59M Buy
11,809
+4
+0% +$605 0.1% 187
2022
Q2 		$1.64M Sell
11,805
-252
-2% -$41.6K 0.09% 182
2022
Q1 		$2.25M Buy
12,057
+233
+2% +$42.1K 0.12% 142
2021
Q4 		$1.93M Sell
11,824
-21
-0.2% -$3.58K 0.1% 192
2021
Q3 		$1.98M Sell
11,845
-47
-0.4% -$7.86K 0.12% 151
2021
Q2 		$1.97M Buy
11,892
+56
+0.5% +$8.77K 0.12% 155
2021
Q1 		$1.67M Sell
11,836
-386
-3% -$51K 0.13% 147
2020
Q4 		$1.48M Buy
12,222
+2,656
+28% +$294K 0.12% 136
2020
Q3 		$959K Sell
9,566
-55
-0.6% -$5.41K 0.13% 104
2020
Q2 		$916K Buy
9,621
+178
+2% +$16.4K 0.14% 92
2020
Q1 		$808K Buy
9,443
+2,875
+44% +$335K 0.15% 79
2019
Q4 		$818K Sell
6,568
-39
-0.6% -$4.66K 0.14% 79
2019
Q3 		$781K Sell
6,607
-22
-0.3% -$2.7K 0.15% 74
2019
Q2 		$818K Buy
+6,629
New +$779K 0.17% 67

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

CreativeOne Wealth's AXP Position: Q2 2026 in Review

CreativeOne Wealth reduced its American Express (AXP) stake by 7.3% in Q2 2026, selling an estimated $306K and leaving 12,168 shares worth $4.12M. The position accounts for 0.09% of the portfolio, ranked #208.

CreativeOne Wealth first reported a position in AXP in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.04M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CreativeOne Wealth held 12,168 shares of American Express worth $4.12M as of Q2 2026.
  • CreativeOne Wealth sold 956 American Express shares in Q2 2026, an estimated $306K.
  • American Express made up 0.09% of CreativeOne Wealth's portfolio in Q2 2026, its #208 holding.
  • CreativeOne Wealth first reported a position in American Express in Q2 2019 and has held it in 29 quarters since.
  • CreativeOne Wealth's American Express position peaked at $5.04M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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