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Gateway Wealth Partners’s American Express AXP Stock Holding History

Gateway 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 		$1.87M Sell
5,530
-3,204
-37% -$1.03M 0.11% 202
2026
Q1 		$2.64M Buy
8,734
+7,335
+524% +$2.46M 0.1% 214
2025
Q4 		$518K Buy
1,399
+249
+22% +$89.1K 0.06% 269
2025
Q3 		$382K Buy
1,150
+66
+6% +$21K 0.05% 280
2025
Q2 		$346K Sell
1,084
-13
-1% -$3.66K 0.07% 255
2025
Q1 		$295K Hold
1,097
– – 0.07% 254
2024
Q4 		$326K Buy
+1,097
New +$315K 0.08% 220

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

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

Gateway Wealth Partners reduced its American Express (AXP) stake by 37% in Q2 2026, selling an estimated $1.03M and leaving 5,530 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #202.

Gateway Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q1 2026. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Gateway Wealth Partners held 5,530 shares of American Express worth $1.87M as of Q2 2026.
  • Gateway Wealth Partners sold 3,204 American Express shares in Q2 2026, an estimated $1.03M.
  • American Express made up 0.11% of Gateway Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Gateway Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Gateway Wealth Partners's American Express position peaked at $2.64M in Q1 2026.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.