Focus Partners Wealth
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Focus Partners Wealth’s American Express AXP Stock Holding History

Focus Partners Wealth’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 		$84.5M Sell
249,861
-7,001
-3% -$2.24M 0.09% 222
2026
Q1 		$78M Sell
256,862
-100,863
-28% -$33.8M 0.09% 219
2025
Q4 		$132M Buy
357,725
+148,245
+71% +$53M 0.15% 136
2025
Q3 		$69.5M Buy
209,480
+13,687
+7% +$4.35M 0.11% 161
2025
Q2 		$62.5M Buy
195,793
+13,459
+7% +$3.79M 0.14% 152
2025
Q1 		$49.1M Sell
182,334
-15,996
-8% -$4.73M 0.12% 166
2024
Q4 		$58.9M Buy
198,330
+42,468
+27% +$12.2M 0.15% 132
2024
Q3 		$42.2M Sell
155,862
-1,543
-1% -$384K 0.13% 164
2024
Q2 		$36.4M Sell
157,405
-362
-0.2% -$83.8K 0.12% 166
2024
Q1 		$35.9M Buy
157,767
+34,861
+28% +$7.23M 0.29% 87
2023
Q4 		$23M Buy
+122,906
New +$19.8M 0.3% 93

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

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

Focus Partners Wealth reduced its American Express (AXP) stake by 2.7% in Q2 2026, selling an estimated $2.24M and leaving 249,861 shares worth $84.5M. The position accounts for 0.09% of the portfolio, ranked #222.

Focus Partners Wealth first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $132M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Focus Partners Wealth held 249,861 shares of American Express worth $84.5M as of Q2 2026.
  • Focus Partners Wealth sold 7,001 American Express shares in Q2 2026, an estimated $2.24M.
  • American Express made up 0.09% of Focus Partners Wealth's portfolio in Q2 2026, its #222 holding.
  • Focus Partners Wealth first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's American Express position peaked at $132M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.