Curio Wealth’s American Express AXP Stock Holding History

Curio 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	–	Sell	-2	Closed	-$605	–	173
2026 Q1	$605	Buy	+2	New	+$671	﹤0.01%	464
2025 Q3	–	Sell	-25	Closed	-$7.97K	–	284
2025 Q2	$7.97K	Buy	25 +23	+1,150%	+$6.47K	﹤0.01%	212
2025 Q1	$37.1K	Sell	2 -123	-98%	-$36.4K	0.02%	140
2024 Q4	$37.1K	Buy	+125	New	+$35.9K	0.02%	138

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 $3.38T AUM 44.17% 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

Curio Wealth's AXP Position: Q2 2026 in Review

Curio Wealth sold out of American Express (AXP) in Q2 2026, closing a stake of 2 shares — an estimated $605 sold.

Curio Wealth first reported a position in AXP in Q4 2024 and held it in 4 quarters. The position peaked at $37.1K in Q1 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Curio Wealth reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 American Express shares in Q2 2026, an estimated $605.
Curio Wealth first reported a position in American Express in Q4 2024 and held it in 4 quarters.
Curio Wealth's American Express position peaked at $37.1K in Q1 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.