HighMark Wealth Management’s American Express AXP Stock Holding History

HighMark 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	$10.8K	Hold	32	–	–	﹤0.01%	309
2026 Q1	$9.62K	Sell	32 -4	-11%	-$1.34K	﹤0.01%	296
2025 Q4	$13.2K	Sell	36 -7	-16%	-$2.5K	0.01%	284
2025 Q3	$14.3K	Sell	43 -20	-32%	-$6.36K	0.01%	264
2025 Q2	$20.1K	Buy	63 +20	+47%	+$5.63K	0.01%	223
2025 Q1	$11.5K	Hold	43	–	–	0.01%	262
2024 Q4	$12.7K	Hold	43	–	–	0.01%	256
2024 Q3	$11.5K	Buy	43 +1	+2%	+$249	0.01%	271
2024 Q2	$9.82K	Hold	42	–	–	0.01%	284
2024 Q1	$9.63K	Hold	42	–	–	0.01%	283
2023 Q4	$7.9K	Hold	42	–	–	0.01%	300
2023 Q3	$6.27K	Hold	42	–	–	0.01%	322
2023 Q2	$7.29K	Sell	42 -11	-21%	-$1.77K	0.01%	302
2023 Q1	$8.7K	Buy	53 +3	+6%	+$498	0.01%	317
2022 Q4	$7.33K	Buy	50 +34	+213%	+$5.04K	0.01%	297
2022 Q3	$2K	Buy	16 +1	+7%	+$151	﹤0.01%	415
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	423
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	407
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	394
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	407
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	409
2021 Q1	$2K	Sell	15 -20	-57%	-$2.64K	﹤0.01%	414
2020 Q4	$4K	Hold	35	–	–	﹤0.01%	346
2020 Q3	$4K	Buy	+35	New	+$3.44K	﹤0.01%	335
2020 Q2	–	Sell	-71	Closed	-$6K	–	430
2020 Q1	$6K	Sell	71 -4	-5%	-$465	0.01%	201
2019 Q4	$9K	Buy	+75	New	+$8.96K	0.01%	219

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

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

HighMark Wealth Management held its American Express (AXP) position steady in Q2 2026 at 32 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

HighMark Wealth Management first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.1K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

HighMark Wealth Management held 32 shares of American Express worth $10.8K as of Q2 2026.
HighMark Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #309 holding.
HighMark Wealth Management first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's American Express position peaked at $20.1K in Q2 2025.
2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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