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FSM Wealth Advisors’s American Express AXP Stock Holding History

FSM 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 		$791K Buy
2,339
+339
+17% +$109K 0.08% 130
2026
Q1 		$605K Sell
2,000
-130
-6% -$43.6K 0.08% 142
2025
Q4 		$788K Buy
2,130
+101
+5% +$36.1K 0.11% 108
2025
Q3 		$674K Buy
2,029
+309
+18% +$98.3K 0.1% 129
2025
Q2 		$555K Buy
1,720
+942
+121% +$265K 0.09% 140
2025
Q1 		$209K Buy
778
+88
+13% +$26K 0.05% 200
2024
Q4 		$215K Buy
+690
New +$198K 0.05% 177

Other funds holding AXP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

FSM Wealth Advisors increased its American Express (AXP) stake by 17% in Q2 2026, buying an estimated $109K and bringing the position to 2,339 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #130.

FSM Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 1,687 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • FSM Wealth Advisors held 2,339 shares of American Express worth $791K as of Q2 2026.
  • FSM Wealth Advisors bought 339 American Express shares in Q2 2026, an estimated $109K.
  • American Express made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • FSM Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 1,687 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.