Forza Wealth Management’s American Express AXP Stock Holding History

Forza Wealth Management’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	$479K	Hold	1,416	–	–	0.15%	134
2026 Q1	$428K	Hold	1,416	–	–	0.15%	140
2025 Q4	$524K	Hold	1,416	–	–	0.19%	117
2025 Q3	$470K	Hold	1,416	–	–	0.18%	125
2025 Q2	$452K	Hold	1,416	–	–	0.19%	124
2025 Q1	$381K	Hold	1,416	–	–	0.17%	133
2024 Q4	$420K	Sell	1,416 -150	-10%	-$43.1K	0.19%	118
2024 Q3	$425K	Sell	1,566 -42	-3%	-$10.5K	0.19%	133
2024 Q2	$372K	Hold	1,608	–	–	0.19%	133
2024 Q1	$366K	Sell	1,608 -70	-4%	-$14.5K	0.19%	133
2023 Q4	$314K	Sell	1,678 -200	-11%	-$32.2K	0.17%	138
2023 Q3	$280K	Hold	1,878	–	–	0.14%	154
2023 Q2	$327K	Hold	1,878	–	–	0.16%	149
2023 Q1	$310K	Hold	1,878	–	–	0.16%	145
2022 Q4	$277K	Buy	+1,878	New	+$278K	0.18%	118

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Forza Wealth Management's AXP Position: Q2 2026 in Review

Forza Wealth Management held its American Express (AXP) position steady in Q2 2026 at 1,416 shares worth $479K. The position accounts for 0.15% of the portfolio, ranked #134.

Forza Wealth Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $524K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Forza Wealth Management held 1,416 shares of American Express worth $479K as of Q2 2026.
Forza Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.15% of Forza Wealth Management's portfolio in Q2 2026, its #134 holding.
Forza Wealth Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's American Express position peaked at $524K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.