Garrett Wealth Advisory Group’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
$260K Buy
768
+9
+1% +$2.88K 0.04% 127
2026
Q1
$230K Buy
+759
New +$254K 0.04% 125
2019
Q4
– Sell
-229
Closed -$27.1K – 107
2019
Q3
$27.1K Buy
+229
New +$28.1K 0.02% 179

Other funds holding AXP

Garrett Wealth Advisory Group's AXP Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $2.88K and bringing the position to 768 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #127.

Garrett Wealth Advisory Group first reported a position in AXP in Q3 2019 and has held it in 3 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Garrett Wealth Advisory Group held 768 shares of American Express worth $260K as of Q2 2026.
  • Garrett Wealth Advisory Group bought 9 American Express shares in Q2 2026, an estimated $2.88K.
  • American Express made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #127 holding.
  • Garrett Wealth Advisory Group first reported a position in American Express in Q3 2019 and has held it in 3 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.