Gratus Wealth Advisors’s American Express AXP Stock Holding History

Gratus 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	$1.32M	Buy	3,902 +42	+1%	+$13.4K	0.17%	44
2026 Q1	$1.17M	Sell	3,860 -18	-0.5%	-$6.04K	0.17%	51
2025 Q4	$1.43M	Buy	3,878 +166	+4%	+$59.4K	0.2%	41
2025 Q3	$1.23M	Buy	3,712 +28	+0.8%	+$8.91K	0.17%	52
2025 Q2	$1.18M	Sell	3,684 -30	-0.8%	-$8.44K	0.18%	53
2025 Q1	$999K	Buy	3,714 +5	+0.1%	+$1.48K	0.16%	56
2024 Q4	$1.1M	Sell	3,709 -8	-0.2%	-$2.3K	0.18%	55
2024 Q3	$1.02M	Buy	3,717 +121	+3%	+$30.1K	0.17%	58
2024 Q2	$872K	Buy	3,596 +116	+3%	+$26.9K	0.15%	68
2024 Q1	$757K	Buy	3,480 +1,805	+108%	+$374K	0.14%	70
2023 Q4	$314K	Buy	+1,675	New	+$270K	0.06%	113

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Gratus Wealth Advisors increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,902 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #44.

Gratus Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gratus Wealth Advisors held 3,902 shares of American Express worth $1.32M as of Q2 2026.
Gratus Wealth Advisors bought 42 American Express shares in Q2 2026, an estimated $13.4K.
American Express made up 0.17% of Gratus Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Gratus Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's American Express position peaked at $1.43M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.