Invera Wealth Advisors’s American Express AXP Stock Holding History

Invera 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	$386K	Buy	+1,140	New	+$365K	0.21%	98

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

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

Invera Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 1,140 shares worth $386K. The stake represents 0.21% of the portfolio and ranks #98 among its holdings.

2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Invera Wealth Advisors held 1,140 shares of American Express worth $386K as of Q2 2026.
American Express was a new Invera Wealth Advisors position in Q2 2026.
American Express made up 0.21% of Invera Wealth Advisors's portfolio in Q2 2026, its #98 holding.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.