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Leith Wheeler Investment Counsel’s American Express AXP Stock Holding History

Leith Wheeler Investment Counsel’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 		$352K Sell
1,040
-260
-20% -$83.2K 0.03% 76
2026
Q1 		$393K Hold
1,300
– – 0.03% 74
2025
Q4 		$481K Buy
+1,300
New +$465K 0.04% 72

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

Leith Wheeler Investment Counsel's AXP Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its American Express (AXP) stake by 20% in Q2 2026, selling an estimated $83.2K and leaving 1,040 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #76.

Leith Wheeler Investment Counsel first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Leith Wheeler Investment Counsel held 1,040 shares of American Express worth $352K as of Q2 2026.
  • Leith Wheeler Investment Counsel sold 260 American Express shares in Q2 2026, an estimated $83.2K.
  • American Express made up 0.03% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #76 holding.
  • Leith Wheeler Investment Counsel first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Leith Wheeler Investment Counsel's American Express position peaked at $481K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.