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Daner Wealth Management’s American Express AXP Stock Holding History

Daner 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 		$223K Buy
+650
New +$208K 0.12% 86
2026
Q1 		– Sell
-848
Closed -$308K – 90
2025
Q4 		$308K Buy
848
+62
+8% +$22.2K 0.19% 70
2025
Q3 		$272K Buy
+786
New +$250K 0.18% 69

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

Daner Wealth Management's AXP Position: Q2 2026 in Review

Daner Wealth Management opened a new position in American Express (AXP) in Q2 2026: 650 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings. This is a return to the name: Daner Wealth Management previously reported a position in AXP as recently as Q4 2025.

Daner Wealth Management first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Daner Wealth Management held 650 shares of American Express worth $223K as of Q2 2026.
  • American Express was a new Daner Wealth Management position in Q2 2026.
  • American Express made up 0.12% of Daner Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Daner Wealth Management first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Daner Wealth Management's American Express position peaked at $308K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.