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Inlet Private Wealth’s American Express AXP Stock Holding History

Inlet Private Wealth’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 		$2.51M Sell
7,435
-1,480
-17% -$474K 0.61% 51
2026
Q1 		$2.7M Sell
8,915
-930
-9% -$312K 0.69% 51
2025
Q4 		$3.64M Hold
9,845
– – 0.84% 41
2025
Q3 		$3.27M Buy
9,845
+50
+0.5% +$15.9K 0.74% 44
2025
Q2 		$3.12M Hold
9,795
– – 0.77% 43
2025
Q1 		$2.64M Hold
9,795
– – 0.69% 49
2024
Q4 		$2.91M Buy
9,795
+44
+0.5% +$12.6K 0.77% 45
2024
Q3 		$2.64M Hold
9,751
– – 0.67% 50
2024
Q2 		$2.26M Buy
9,751
+96
+1% +$22.2K 0.62% 53
2024
Q1 		$2.2M Hold
9,655
– – 0.61% 53
2023
Q4 		$1.81M Hold
9,655
– – 0.55% 60
2023
Q3 		$1.44M Sell
9,655
-730
-7% -$119K 0.47% 63
2023
Q2 		$1.81M Hold
10,385
– – 0.46% 64
2023
Q1 		$1.71M Hold
10,385
– – 0.45% 62
2022
Q4 		$1.53M Sell
10,385
-237
-2% -$35.1K 0.39% 67
2022
Q3 		$1.43M Buy
10,622
+8
+0.1% +$1.21K 0.43% 68
2022
Q2 		$1.47M Buy
10,614
+203
+2% +$33.5K 0.42% 65
2022
Q1 		$1.95M Buy
10,411
+2
+0% +$361 0.49% 62
2021
Q4 		$1.7M Buy
10,409
+3
+0% +$512 0.41% 66
2021
Q3 		$1.74M Hold
10,406
– – 0.47% 66
2021
Q2 		$1.72M Buy
10,406
+3
+0% +$470 0.45% 67
2021
Q1 		$1.47M Buy
10,403
+3
+0% +$396 0.42% 67
2020
Q4 		$1.26M Hold
10,400
– – 0.41% 67
2020
Q3 		$1.04M Hold
10,400
– – 0.41% 66
2020
Q2 		$990K Hold
10,400
– – 0.4% 66
2020
Q1 		$890K Hold
10,400
– – 0.41% 66
2019
Q4 		$1.29M Hold
10,400
– – 0.43% 64
2019
Q3 		$1.23M Hold
10,400
– – 0.46% 63
2019
Q2 		$1.33M Hold
10,400
– – 0.48% 63
2019
Q1 		$1.14M Buy
10,400
+7,000
+206% +$736K 0.46% 64
2018
Q4 		$324K Buy
+3,400
New +$356K 0.17% 99

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

Inlet Private Wealth's AXP Position: Q2 2026 in Review

Inlet Private Wealth reduced its American Express (AXP) stake by 17% in Q2 2026, selling an estimated $474K and leaving 7,435 shares worth $2.51M. The position accounts for 0.61% of the portfolio, ranked #51.

Inlet Private Wealth first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.64M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Inlet Private Wealth held 7,435 shares of American Express worth $2.51M as of Q2 2026.
  • Inlet Private Wealth sold 1,480 American Express shares in Q2 2026, an estimated $474K.
  • American Express made up 0.61% of Inlet Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Inlet Private Wealth first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • Inlet Private Wealth's American Express position peaked at $3.64M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.