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Jackson Thornton Wealth Management’s American Express AXP Stock Holding History

Jackson Thornton 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 		$233K Sell
689
-305
-31% -$97.7K 0.02% 368
2026
Q1 		$312K Buy
994
+382
+62% +$128K 0.03% 175
2025
Q4 		$235K Buy
+612
New +$219K 0.02% 267

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's AXP Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its American Express (AXP) stake by 31% in Q2 2026, selling an estimated $97.7K and leaving 689 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #368.

Jackson Thornton Wealth Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $312K in Q1 2026. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Jackson Thornton Wealth Management held 689 shares of American Express worth $233K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 305 American Express shares in Q2 2026, an estimated $97.7K.
  • American Express made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Jackson Thornton Wealth Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's American Express position peaked at $312K in Q1 2026.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.