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Legacy Wealth Advisors’s American Express AXP Stock Holding History

Legacy 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 		$240K Buy
+709
New +$227K 0.1% 125

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 $3.37T AUM 44.26% 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

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

Legacy Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 709 shares worth $240K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings.

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

  • Legacy Wealth Advisors held 709 shares of American Express worth $240K as of Q2 2026.
  • American Express was a new Legacy Wealth Advisors position in Q2 2026.
  • American Express made up 0.1% of Legacy Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.