Jackson Wealth Management’s American Express AXP Stock Holding History

Jackson 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	–	Sell	-7,637	Closed	-$2.31M	–	89
2026 Q1	$2.31M	Buy	7,637 +125	+2%	+$41.9K	0.24%	68
2025 Q4	$2.78M	Buy	7,512 +151	+2%	+$54K	0.27%	65
2025 Q3	$2.44M	Buy	7,361 +173	+2%	+$55K	0.24%	70
2025 Q2	$2.29M	Sell	7,188 -269	-4%	-$75.7K	0.25%	70
2025 Q1	$2.01M	Sell	7,457 -1,718	-19%	-$508K	0.24%	75
2024 Q4	$2.72M	Buy	9,175 +770	+9%	+$221K	0.31%	65
2024 Q3	$2.28M	Buy	+8,405	New	+$2.09M	0.27%	69
2023 Q2	–	Sell	-2,954	Closed	-$487K	–	122
2023 Q1	$487K	Buy	2,954 +1,235	+72%	+$205K	0.37%	81
2022 Q4	$254K	Sell	1,719 -1,263	-42%	-$187K	0.09%	81
2022 Q3	$402K	Buy	+2,982	New	+$451K	0.08%	91
2015 Q1	–	Sell	-14,747	Closed	-$1.37M	–	119
2014 Q4	$1.37M	Buy	+14,747	New	+$1.32M	0.45%	77

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

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

Jackson Wealth Management sold out of American Express (AXP) in Q2 2026, closing a stake of 7,637 shares — an estimated $2.31M sold.

Jackson Wealth Management first reported a position in AXP in Q4 2014 and held it in 11 quarters. The position peaked at $2.78M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Jackson Wealth Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 7,637 American Express shares in Q2 2026, an estimated $2.31M.
Jackson Wealth Management first reported a position in American Express in Q4 2014 and held it in 11 quarters.
Jackson Wealth Management's American Express position peaked at $2.78M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.