JFS Wealth Advisors’s American Express AXP Stock Holding History

JFS 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	$725K	Buy	2,143 +178	+9%	+$57K	0.04%	206
2026 Q1	$594K	Buy	1,965 +7	+0.4%	+$2.35K	0.03%	213
2025 Q4	$724K	Buy	1,958 +59	+3%	+$21.1K	0.04%	190
2025 Q3	$631K	Hold	1,899	–	–	0.04%	209
2025 Q2	$606K	Buy	1,899 +307	+19%	+$86.4K	0.04%	191
2025 Q1	$428K	Buy	1,592 +149	+10%	+$44K	0.03%	211
2024 Q4	$428K	Sell	1,443 -118	-8%	-$33.9K	0.03%	211
2024 Q3	$423K	Buy	1,561 +6	+0.4%	+$1.49K	0.03%	213
2024 Q2	$360K	Sell	1,555 -2	-0.1%	-$463	0.03%	177
2024 Q1	$354K	Buy	1,557 +1	+0.1%	+$207	0.03%	185
2023 Q4	$292K	Buy	1,556 +4	+0.3%	+$644	0.02%	192
2023 Q3	$232K	Buy	1,552 +259	+20%	+$42.4K	0.02%	209
2023 Q2	$225K	Sell	1,293 -19	-1%	-$3.07K	0.02%	207
2023 Q1	$216K	Buy	1,312 +13	+1%	+$2.16K	0.02%	210
2022 Q4	$192K	Sell	1,299 -66	-5%	-$9.78K	0.02%	217
2022 Q3	$184K	Buy	1,365 +99	+8%	+$15K	0.02%	220
2022 Q2	$175K	Sell	1,266 -30	-2%	-$4.96K	0.02%	228
2022 Q1	$242K	Buy	1,296 +98	+8%	+$17.7K	0.02%	211
2021 Q4	$196K	Buy	1,198 +58	+5%	+$9.89K	0.02%	226
2021 Q3	$191K	Buy	1,140 +250	+28%	+$41.8K	0.02%	220
2021 Q2	$147K	Hold	890	–	–	0.02%	190
2021 Q1	$126K	Sell	890 -335	-27%	-$44.3K	0.03%	174
2020 Q4	$148K	Buy	1,225 +50	+4%	+$5.54K	0.03%	158
2020 Q3	$118K	Hold	1,175	–	–	0.03%	165
2020 Q2	$112K	Hold	1,175	–	–	0.03%	168
2020 Q1	$101K	Buy	1,175 +182	+18%	+$21.2K	0.03%	169
2019 Q4	$124K	Hold	993	–	–	0.03%	170
2019 Q3	$117K	Buy	993 +18	+2%	+$2.21K	0.03%	176
2019 Q2	$120K	Hold	975	–	–	0.03%	169
2019 Q1	$107K	Hold	975	–	–	0.03%	174
2018 Q4	$93K	Hold	975	–	–	0.02%	181
2018 Q3	$104K	Hold	975	–	–	0.03%	190
2018 Q2	$96K	Buy	975 +248	+34%	+$24.4K	0.03%	197
2018 Q1	$68K	Hold	727	–	–	0.02%	223
2017 Q4	$72K	Buy	727 +37	+5%	+$3.52K	0.02%	226
2017 Q3	$62K	Hold	690	–	–	0.02%	221
2017 Q2	$58K	Sell	690 -157	-19%	-$12.4K	0.02%	210
2017 Q1	$63K	Hold	847	–	–	0.02%	204
2016 Q4	$63K	Hold	847	–	–	0.02%	204
2016 Q3	$54K	Sell	847 -3,100	-79%	-$199K	0.02%	234
2016 Q2	$240K	Buy	3,947 +2,068	+110%	+$131K	0.07%	137
2016 Q1	$115K	Sell	1,879 -124	-6%	-$7.21K	0.03%	162
2015 Q4	$140K	Buy	2,003 +313	+19%	+$22.8K	0.04%	158
2015 Q3	$125K	Buy	+1,690	New	+$130K	0.06%	136

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

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

JFS Wealth Advisors increased its American Express (AXP) stake by 9.1% in Q2 2026, buying an estimated $57K and bringing the position to 2,143 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #206.

JFS Wealth Advisors first reported a position in AXP in Q3 2015 and has held it in 44 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

JFS Wealth Advisors held 2,143 shares of American Express worth $725K as of Q2 2026.
JFS Wealth Advisors bought 178 American Express shares in Q2 2026, an estimated $57K.
American Express made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #206 holding.
JFS Wealth Advisors first reported a position in American Express in Q3 2015 and has held it in 44 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.