Facet Wealth Inc’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
3,528
+726
+26% +$232K 0.02% 113
2026
Q1
$847K Buy
2,802
+550
+24% +$184K 0.01% 115
2025
Q4
$804K Buy
2,252
+725
+47% +$259K 0.01% 112
2025
Q3
$507K Buy
1,527
+399
+35% +$127K 0.01% 115
2025
Q2
$338K Buy
+1,128
New +$317K 0.01% 118
2025
Q1
Sell
-717
Closed -$227K 138
2024
Q4
$227K Buy
+717
New +$206K 0.01% 131

Other funds holding AXP

Facet Wealth Inc's AXP Position: Q2 2026 in Review

Facet Wealth Inc increased its American Express (AXP) stake by 26% in Q2 2026, buying an estimated $232K and bringing the position to 3,528 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #113.

Facet Wealth Inc first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Facet Wealth Inc held 3,528 shares of American Express worth $1.19M as of Q2 2026.
  • Facet Wealth Inc bought 726 American Express shares in Q2 2026, an estimated $232K.
  • American Express made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #113 holding.
  • Facet Wealth Inc first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.