Elwood & Goetz Wealth Advisory Group’s American Express AXP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$705K	Buy	2,084 +53	+3%	+$17K	0.1%	67
2026 Q1	$614K	Sell	2,031 -30	-1%	-$10.1K	0.1%	61
2025 Q4	$762K	Sell	2,061 -23	-1%	-$8.23K	0.13%	49
2025 Q3	$692K	Buy	2,084 +653	+46%	+$208K	0.13%	50
2025 Q2	$456K	Buy	1,431 +315	+28%	+$88.7K	0.1%	61
2025 Q1	$300K	Hold	1,116	–	–	0.07%	74
2024 Q4	$331K	Hold	1,116	–	–	0.08%	71
2024 Q3	$303K	Buy	+1,116	New	+$278K	0.07%	73

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

Elwood & Goetz Wealth Advisory Group's AXP Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its American Express (AXP) stake by 2.6% in Q2 2026, buying an estimated $17K and bringing the position to 2,084 shares worth $705K. The position accounts for 0.1% of the portfolio, ranked #67.

Elwood & Goetz Wealth Advisory Group first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $762K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,084 shares of American Express worth $705K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 53 American Express shares in Q2 2026, an estimated $17K.
American Express made up 0.1% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #67 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Elwood & Goetz Wealth Advisory Group's American Express position peaked at $762K in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.