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GDS Wealth Management’s American Express AXP Stock Holding History

GDS 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 		$26.1M Buy
77,226
+5,603
+8% +$1.79M 1.24% 28
2026
Q1 		$21.7M Buy
71,623
+3,689
+5% +$1.24M 1.3% 31
2025
Q4 		$25.1M Sell
67,934
-134
-0.2% -$48K 1.57% 17
2025
Q3 		$22.6M Buy
68,068
+1,474
+2% +$469K 1.49% 24
2025
Q2 		$21.2M Buy
66,594
+1,973
+3% +$555K 1.55% 20
2025
Q1 		$17.4M Buy
64,621
+2,153
+3% +$636K 1.48% 23
2024
Q4 		$18.5M Buy
62,468
+2,231
+4% +$641K 1.69% 21
2024
Q3 		$16.3M Buy
60,237
+3,459
+6% +$861K 1.59% 24
2024
Q2 		$13.1M Buy
56,778
+4,249
+8% +$984K 1.44% 32
2024
Q1 		$12M Buy
52,529
+5,460
+12% +$1.13M 1.4% 33
2023
Q4 		$8.82M Buy
47,069
+7,527
+19% +$1.21M 1.19% 38
2023
Q3 		$5.9M Buy
39,542
+3,999
+11% +$654K 0.93% 42
2023
Q2 		$6.19M Buy
35,543
+1,800
+5% +$290K 1.01% 39
2023
Q1 		$5.57M Buy
33,743
+1,104
+3% +$183K 0.98% 40
2022
Q4 		$4.82M Buy
32,639
+1,775
+6% +$263K 0.92% 39
2022
Q3 		$4.16M Buy
30,864
+1,752
+6% +$265K 0.93% 38
2022
Q2 		$4.04M Buy
29,112
+2,363
+9% +$390K 0.9% 37
2022
Q1 		$4.93M Buy
26,749
+1,098
+4% +$198K 1.09% 24
2021
Q4 		$4.2M Buy
+25,651
New +$4.37M 0.94% 28

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

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

GDS Wealth Management increased its American Express (AXP) stake by 7.8% in Q2 2026, buying an estimated $1.79M and bringing the position to 77,226 shares worth $26.1M. The position accounts for 1.24% of the portfolio, ranked #28.

GDS Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • GDS Wealth Management held 77,226 shares of American Express worth $26.1M as of Q2 2026.
  • GDS Wealth Management bought 5,603 American Express shares in Q2 2026, an estimated $1.79M.
  • American Express made up 1.24% of GDS Wealth Management's portfolio in Q2 2026, its #28 holding.
  • GDS Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.