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GeoWealth Management’s American Express AXP Stock Holding History

GeoWealth 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 		$1.28M Sell
3,773
-379
-9% -$121K 0.04% 268
2026
Q1 		$1.26M Buy
4,152
+165
+4% +$55.3K 0.05% 234
2025
Q4 		$1.48M Sell
3,987
-220
-5% -$78.7K 0.05% 207
2025
Q3 		$1.4M Buy
4,207
+63
+2% +$20K 0.05% 235
2025
Q2 		$1.32M Sell
4,144
-1,770
-30% -$498K 0.05% 208
2025
Q1 		$1.59M Sell
5,914
-1,535
-21% -$454K 0.06% 184
2024
Q4 		$2.21M Buy
7,449
+367
+5% +$105K 0.07% 176
2024
Q3 		$1.92M Sell
7,082
-658
-9% -$164K 0.07% 193
2024
Q2 		$1.79M Buy
7,740
+3,066
+66% +$710K 0.08% 174
2024
Q1 		$1.06M Buy
4,674
+3,432
+276% +$712K 0.04% 280
2023
Q4 		$233K Buy
1,242
+1,050
+547% +$169K 0.02% 468
2023
Q3 		$28K Buy
192
+40
+26% +$6.54K ﹤0.01% 419
2023
Q2 		$27K Sell
152
-2
-1% -$323 ﹤0.01% 355
2023
Q1 		$26K Sell
154
-11
-7% -$1.82K ﹤0.01% 306
2022
Q4 		$25K Sell
165
-19
-10% -$2.81K ﹤0.01% 308
2022
Q3 		$25K Buy
184
+26
+16% +$3.94K ﹤0.01% 303
2022
Q2 		$21K Sell
158
-53
-25% -$8.75K ﹤0.01% 299
2022
Q1 		$40K Buy
211
+20
+10% +$3.61K ﹤0.01% 344
2021
Q4 		$31K Buy
191
+57
+43% +$9.72K ﹤0.01% 329
2021
Q3 		$23K Sell
134
-126
-48% -$21.1K ﹤0.01% 361
2021
Q2 		$43K Sell
260
-25
-9% -$3.92K 0.01% 261
2021
Q1 		$40K Buy
285
+10
+4% +$1.32K 0.01% 194
2020
Q4 		$34K Buy
+275
New +$30.5K 0.01% 207
2019
Q4 		– Sell
-9,681
Closed -$1.15M – 105
2019
Q3 		$1.15M Buy
+9,681
New +$1.19M 0.26% 58

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

GeoWealth Management's AXP Position: Q2 2026 in Review

GeoWealth Management reduced its American Express (AXP) stake by 9.1% in Q2 2026, selling an estimated $121K and leaving 3,773 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #268.

GeoWealth Management first reported a position in AXP in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.21M in Q4 2024. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • GeoWealth Management held 3,773 shares of American Express worth $1.28M as of Q2 2026.
  • GeoWealth Management sold 379 American Express shares in Q2 2026, an estimated $121K.
  • American Express made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #268 holding.
  • GeoWealth Management first reported a position in American Express in Q3 2019 and has held it in 24 quarters since.
  • GeoWealth Management's American Express position peaked at $2.21M in Q4 2024.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.