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Greenwich Wealth Management’s American Express AXP Stock Holding History

Greenwich 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 		$341K Buy
1,009
+51
+5% +$16.3K 0.01% 231
2026
Q1 		$290K Sell
958
-132
-12% -$44.3K 0.01% 243
2025
Q4 		$403K Buy
1,090
+50
+5% +$17.9K 0.02% 214
2025
Q3 		$345K Hold
1,040
– – 0.02% 220
2025
Q2 		$332K Buy
1,040
+2
+0.2% +$563 0.02% 205
2025
Q1 		$279K Sell
1,038
-356
-26% -$105K 0.02% 203
2024
Q4 		$414K Buy
1,394
+356
+34% +$102K 0.03% 183
2024
Q3 		$282K Hold
1,038
– – 0.02% 205
2024
Q2 		$240K Sell
1,038
-13
-1% -$3.01K 0.02% 212
2024
Q1 		$239K Sell
1,051
-50
-5% -$10.4K 0.02% 209
2023
Q4 		$206K Buy
+1,101
New +$177K 0.02% 213
2022
Q2 		– Sell
-1,156
Closed -$216K – 233
2022
Q1 		$216K Sell
1,156
-232
-17% -$41.9K 0.02% 218
2021
Q4 		$227K Hold
1,388
– – 0.02% 217
2021
Q3 		$232K Buy
+1,388
New +$232K 0.02% 213

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

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

Greenwich Wealth Management increased its American Express (AXP) stake by 5.3% in Q2 2026, buying an estimated $16.3K and bringing the position to 1,009 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #231.

Greenwich Wealth Management first reported a position in AXP in Q3 2021 and has held it in 14 quarters since. The position peaked at $414K in Q4 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Greenwich Wealth Management held 1,009 shares of American Express worth $341K as of Q2 2026.
  • Greenwich Wealth Management bought 51 American Express shares in Q2 2026, an estimated $16.3K.
  • American Express made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Greenwich Wealth Management first reported a position in American Express in Q3 2021 and has held it in 14 quarters since.
  • Greenwich Wealth Management's American Express position peaked at $414K in Q4 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.