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GWN Securities’s American Express AXP Stock Holding History

GWN Securities’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 		$472K Buy
1,394
+267
+24% +$85.5K 0.08% 300
2026
Q1 		$341K Buy
1,127
+365
+48% +$122K 0.07% 331
2025
Q4 		$282K Buy
+762
New +$273K 0.06% 348
2025
Q2 		– Sell
-936
Closed -$252K – 421
2025
Q1 		$252K Buy
936
+159
+20% +$47K 0.01% 621
2024
Q4 		$250K Buy
+777
New +$223K 0.07% 287

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

GWN Securities's AXP Position: Q2 2026 in Review

GWN Securities increased its American Express (AXP) stake by 24% in Q2 2026, buying an estimated $85.5K and bringing the position to 1,394 shares worth $472K. The position accounts for 0.08% of the portfolio, ranked #300.

GWN Securities first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • GWN Securities held 1,394 shares of American Express worth $472K as of Q2 2026.
  • GWN Securities bought 267 American Express shares in Q2 2026, an estimated $85.5K.
  • American Express made up 0.08% of GWN Securities's portfolio in Q2 2026, its #300 holding.
  • GWN Securities first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.