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Jessup Wealth Management’s American Express AXP Stock Holding History

Jessup 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 		$294K Buy
+868
New +$278K 0.09% 69
2026
Q1 		– Sell
-443
Closed -$164K – 102
2025
Q4 		$164K Buy
+443
New +$159K 0.05% 89

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

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

Jessup Wealth Management opened a new position in American Express (AXP) in Q2 2026: 868 shares worth $294K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings. This is a return to the name: Jessup Wealth Management previously reported a position in AXP as recently as Q4 2025.

Jessup Wealth Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Jessup Wealth Management held 868 shares of American Express worth $294K as of Q2 2026.
  • American Express was a new Jessup Wealth Management position in Q2 2026.
  • American Express made up 0.09% of Jessup Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Jessup Wealth Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.