Elmwood Wealth Management’s American Express AXP Stock Holding History

Elmwood 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	$501K	Buy	1,482 +797	+116%	+$255K	0.13%	129
2026 Q1	$207K	Sell	685 -135	-16%	-$45.3K	0.06%	173
2025 Q4	$303K	Buy	820 +25	+3%	+$8.95K	0.1%	143
2025 Q3	$264K	Buy	795 +120	+18%	+$38.2K	0.09%	128
2025 Q2	$215K	Buy	+675	New	+$190K	0.09%	123
2025 Q1	–	Sell	-675	Closed	-$200K	–	129
2024 Q4	$200K	Buy	+675	New	+$194K	0.08%	127
2021 Q2	$112K	Hold	675	–	–	0.06%	132
2021 Q1	$95K	Buy	+675	New	+$89.2K	0.06%	132
2020 Q3	$65K	Hold	683	–	–	0.05%	118
2020 Q2	$65K	Buy	683 +8	+1%	+$737	0.05%	118
2020 Q1	$63K	Buy	+675	New	+$78.5K	0.06%	116
2019 Q4	–	Sell	-675	Closed	-$80K	–	99
2019 Q3	$80K	Hold	675	–	–	0.08%	101
2019 Q2	$83K	Hold	675	–	–	0.07%	111
2019 Q1	$74K	Hold	675	–	–	0.07%	110
2018 Q4	$64K	Hold	675	–	–	0.06%	118
2018 Q3	$71.9K	Hold	675	–	–	0.06%	121
2018 Q2	$66.2K	Hold	675	–	–	0.06%	118
2018 Q1	$63K	Buy	+675	New	+$65.4K	0.06%	116

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 $3.37T AUM 44.26% 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

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

Elmwood Wealth Management increased its American Express (AXP) stake by 116% in Q2 2026, buying an estimated $255K and bringing the position to 1,482 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #129.

Elmwood Wealth Management first reported a position in AXP in Q1 2018 and has held it in 18 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Elmwood Wealth Management held 1,482 shares of American Express worth $501K as of Q2 2026.
Elmwood Wealth Management bought 797 American Express shares in Q2 2026, an estimated $255K.
American Express made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #129 holding.
Elmwood Wealth Management first reported a position in American Express in Q1 2018 and has held it in 18 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.