Diversify Wealth Management’s American Express AXP Stock Holding History

Diversify 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	$7.58M	Sell	22,596 -3,808	-14%	-$1.22M	0.13%	171
2026 Q1	$8.33M	Buy	26,404 +14,342	+119%	+$4.81M	0.15%	150
2025 Q4	$4.32M	Sell	12,062 -266	-2%	-$95.2K	0.2%	134
2025 Q3	$4.46M	Buy	12,328 +545	+5%	+$173K	0.26%	112
2025 Q2	$3.57M	Buy	11,783 +433	+4%	+$122K	0.22%	131
2025 Q1	$3.03M	Buy	11,350 +277	+3%	+$81.9K	0.23%	126
2024 Q4	$3.25M	Buy	11,073 +12	+0.1%	+$3.45K	0.25%	111
2024 Q3	$3M	Sell	11,061 -4,501	-29%	-$1.12M	0.29%	89
2024 Q2	$3.52M	Buy	+15,562	New	+$3.6M	0.44%	51

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

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

Diversify Wealth Management reduced its American Express (AXP) stake by 14% in Q2 2026, selling an estimated $1.22M and leaving 22,596 shares worth $7.58M. The position accounts for 0.13% of the portfolio, ranked #171.

Diversify Wealth Management first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.33M in Q1 2026. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Diversify Wealth Management held 22,596 shares of American Express worth $7.58M as of Q2 2026.
Diversify Wealth Management sold 3,808 American Express shares in Q2 2026, an estimated $1.22M.
American Express made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #171 holding.
Diversify Wealth Management first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's American Express position peaked at $8.33M in Q1 2026.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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