Destination Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-400
Closed -$28.8K – 331
2025
Q4
$28.8K Hold
400
– – ﹤0.01% 299
2025
Q3
$19.4K Buy
+400
New +$127K ﹤0.01% 278

Other funds holding AXP

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

Destination Wealth Management increased its American Express (AXP) stake by 0.26% in Q2 2026, buying an estimated $89K and bringing the position to 105,616 shares worth $35.7M. The position accounts for 0.83% of the portfolio, ranked #35.

Destination Wealth Management first reported a position in AXP in Q2 2015 and has held it in 32 quarters since. The position peaked at $38.6M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Destination Wealth Management held 105,616 shares of American Express worth $35.7M as of Q2 2026.
  • Destination Wealth Management bought 278 American Express shares in Q2 2026, an estimated $89K.
  • American Express made up 0.83% of Destination Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Destination Wealth Management first reported a position in American Express in Q2 2015 and has held it in 32 quarters since.
  • Destination Wealth Management's American Express position peaked at $38.6M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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