Empower Advisory Group
AXP icon

Empower Advisory Group’s American Express AXP Stock Holding History

Empower 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 		$3.28M Sell
9,685
-459
-5% -$147K 0.01% 205
2026
Q1 		$3.07M Sell
10,144
-1,365
-12% -$458K 0.01% 195
2025
Q4 		$4.26M Buy
11,509
+1,353
+13% +$484K 0.01% 190
2025
Q3 		$3.37M Buy
10,156
+126
+1% +$40.1K 0.01% 190
2025
Q2 		$3.2M Sell
10,030
-103
-1% -$29K 0.01% 194
2025
Q1 		$2.73M Buy
10,133
+12
+0.1% +$3.55K 0.01% 192
2024
Q4 		$3M Buy
10,121
+104
+1% +$29.9K 0.01% 194
2024
Q3 		$2.72M Buy
10,017
+33
+0.3% +$8.22K 0.01% 194
2024
Q2 		$2.31M Sell
9,984
-1,174
-11% -$272K 0.01% 196
2024
Q1 		$2.54M Sell
11,158
-14
-0.1% -$2.9K 0.01% 198
2023
Q4 		$2.09M Sell
11,172
-3,451
-24% -$556K 0.01% 207
2023
Q3 		$2.18M Sell
14,623
-264
-2% -$43.2K 0.01% 199
2023
Q2 		$2.59M Buy
14,887
+1,773
+14% +$286K 0.01% 202
2023
Q1 		$2.15M Buy
+13,114
New +$2.18M 0.01% 214

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

Empower Advisory Group's AXP Position: Q2 2026 in Review

Empower Advisory Group reduced its American Express (AXP) stake by 4.5% in Q2 2026, selling an estimated $147K and leaving 9,685 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #205.

Empower Advisory Group first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.26M in Q4 2025. 3,007 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Empower Advisory Group held 9,685 shares of American Express worth $3.28M as of Q2 2026.
  • Empower Advisory Group sold 459 American Express shares in Q2 2026, an estimated $147K.
  • American Express made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #205 holding.
  • Empower Advisory Group first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's American Express position peaked at $4.26M in Q4 2025.
  • 3,007 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.