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Encompass Wealth Advisors’s American Express AXP Stock Holding History

Encompass Wealth Advisors’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 		$394K Hold
1,164
– – 0.12% 73
2026
Q1 		$352K Buy
1,164
+2
+0.2% +$671 0.12% 73
2025
Q4 		$430K Hold
1,162
– – 0.15% 68
2025
Q3 		$386K Hold
1,162
– – 0.13% 80
2025
Q2 		$371K Sell
1,162
-2
-0.2% -$563 0.14% 77
2025
Q1 		$313K Hold
1,164
– – 0.13% 79
2024
Q4 		$345K Sell
1,164
-16
-1% -$4.6K 0.14% 79
2024
Q3 		$320K Hold
1,180
– – 0.08% 187
2024
Q2 		$273K Buy
1,180
+10
+0.9% +$2.32K 0.07% 195
2024
Q1 		$266K Sell
1,170
-60
-5% -$12.4K 0.07% 207
2023
Q4 		$230K Buy
+1,230
New +$198K 0.07% 195
2023
Q3 		– Sell
-1,230
Closed -$214K – 289
2023
Q2 		$214K Hold
1,230
– – 0.07% 194
2023
Q1 		$203K Buy
+1,230
New +$204K 0.07% 192
2022
Q2 		– Sell
-1,230
Closed -$230K – 235
2022
Q1 		$230K Hold
1,230
– – 0.06% 199
2021
Q4 		$201K Buy
+1,230
New +$210K 0.05% 223

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

Encompass Wealth Advisors's AXP Position: Q2 2026 in Review

Encompass Wealth Advisors held its American Express (AXP) position steady in Q2 2026 at 1,164 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #73.

Encompass Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 15 quarters since. The position peaked at $430K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Encompass Wealth Advisors held 1,164 shares of American Express worth $394K as of Q2 2026.
  • Encompass Wealth Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.12% of Encompass Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Encompass Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 15 quarters since.
  • Encompass Wealth Advisors's American Express position peaked at $430K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.