DWP
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Daymark Wealth Partners’s American Express AXP Stock Holding History

Daymark Wealth Partners’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 		$3.89M Sell
11,493
-33
-0.3% -$10.6K 0.09% 163
2026
Q1 		$3.49M Buy
11,526
+276
+2% +$92.5K 0.11% 152
2025
Q4 		$4.16M Sell
11,250
-158
-1% -$56.5K 0.13% 129
2025
Q3 		$3.79M Buy
11,408
+4,730
+71% +$1.5M 0.13% 137
2025
Q2 		$2.13M Buy
6,678
+260
+4% +$73.2K 0.08% 175
2025
Q1 		$1.73M Sell
6,418
-94,974
-94% -$28.1M 0.07% 184
2024
Q4 		$1.99M Buy
101,392
+105
+0.1% +$30.2K 0.08% 167
2024
Q3 		$1.8M Buy
101,287
+356
+0.4% +$88.6K 0.08% 178
2024
Q2 		$1.47M Buy
100,931
+664
+0.7% +$154K 0.07% 186
2024
Q1 		$1.29M Sell
100,267
-66
-0.1% -$13.7K 0.07% 171
2023
Q4 		$1.09M Sell
100,333
-671
-0.7% -$108K 0.07% 179
2023
Q3 		$991K Buy
101,004
+95,447
+1,718% +$15.6M 0.07% 172
2023
Q2 		$968K Buy
+5,557
New +$897K 0.07% 173

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

Daymark Wealth Partners's AXP Position: Q2 2026 in Review

Daymark Wealth Partners reduced its American Express (AXP) stake by 0.29% in Q2 2026, selling an estimated $10.6K and leaving 11,493 shares worth $3.89M. The position accounts for 0.09% of the portfolio, ranked #163.

Daymark Wealth Partners first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.16M in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Daymark Wealth Partners held 11,493 shares of American Express worth $3.89M as of Q2 2026.
  • Daymark Wealth Partners sold 33 American Express shares in Q2 2026, an estimated $10.6K.
  • American Express made up 0.09% of Daymark Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • Daymark Wealth Partners first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's American Express position peaked at $4.16M in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.