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Crusonia Wealth Advisors’s American Express AXP Stock Holding History

Crusonia Wealth Advisors’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 		$551K Buy
1,629
+24
+1% +$7.68K 0.09% 138
2026
Q1 		$485K Buy
1,605
+59
+4% +$19.8K 0.1% 124
2025
Q4 		$572K Buy
+1,546
New +$553K 0.13% 104

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

Crusonia Wealth Advisors's AXP Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its American Express (AXP) stake by 1.5% in Q2 2026, buying an estimated $7.68K and bringing the position to 1,629 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #138.

Crusonia Wealth Advisors first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $572K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Crusonia Wealth Advisors held 1,629 shares of American Express worth $551K as of Q2 2026.
  • Crusonia Wealth Advisors bought 24 American Express shares in Q2 2026, an estimated $7.68K.
  • American Express made up 0.09% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Crusonia Wealth Advisors first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Crusonia Wealth Advisors's American Express position peaked at $572K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.