FWP
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FAS Wealth Partners’s American Express AXP Stock Holding History

FAS Wealth Partners’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 		$248K Sell
734
-51
-6% -$16.3K 0.01% 325
2026
Q1 		$237K Buy
785
+120
+18% +$40.2K 0.01% 324
2025
Q4 		$246K Sell
665
-2
-0.3% -$716 0.02% 318
2025
Q3 		$221K Buy
667
+5
+0.8% +$1.59K 0.02% 299
2025
Q2 		$211K Buy
+662
New +$186K 0.02% 303

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

FAS Wealth Partners's AXP Position: Q2 2026 in Review

FAS Wealth Partners reduced its American Express (AXP) stake by 6.5% in Q2 2026, selling an estimated $16.3K and leaving 734 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #325.

FAS Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • FAS Wealth Partners held 734 shares of American Express worth $248K as of Q2 2026.
  • FAS Wealth Partners sold 51 American Express shares in Q2 2026, an estimated $16.3K.
  • American Express made up 0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #325 holding.
  • FAS Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.