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Liberty Wealth Management’s American Express AXP Stock Holding History

Liberty 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 		$506K Hold
1,673
– – 0.06% 144
2026
Q1 		$506K Sell
1,673
-49
-3% -$16.4K 0.06% 144
2025
Q4 		$661K Sell
1,722
-32
-2% -$11.5K 0.09% 116
2025
Q3 		$582K Buy
1,754
+3
+0.2% +$954 0.08% 119
2025
Q2 		$559K Sell
1,751
-88
-5% -$24.8K 0.09% 117
2025
Q1 		$495K Sell
1,839
-26
-1% -$7.68K 0.09% 91
2024
Q4 		$554K Sell
1,865
-14
-0.7% -$4.02K 0.09% 110
2024
Q3 		$510K Sell
1,879
-2,289
-55% -$570K 0.09% 116
2024
Q2 		$378K Buy
4,168
+2,641
+173% +$612K 0.07% 128
2024
Q1 		$348K Sell
1,527
-46
-3% -$9.54K 0.07% 129
2023
Q4 		$295K Sell
1,573
-298
-16% -$48K 0.06% 133
2023
Q3 		$279K Buy
1,871
+4
+0.2% +$654 0.07% 138
2023
Q2 		$325K Buy
1,867
+5
+0.3% +$807 0.08% 129
2023
Q1 		$307K Buy
+1,862
New +$309K 0.06% 171
2021
Q4 		– Sell
-860
Closed -$145K – 243
2021
Q3 		$145K Sell
860
-1,170
-58% -$196K 0.05% 218
2021
Q2 		$335K Sell
2,030
-130
-6% -$20.4K 0.13% 89
2021
Q1 		$252K Hold
2,160
– – 0.12% 91
2020
Q4 		$252K Sell
2,160
-276
-11% -$30.6K 0.12% 90
2020
Q3 		$244K Sell
2,436
-39
-2% -$3.84K 0.14% 81
2020
Q2 		$236K Buy
2,475
+37
+2% +$3.41K 0.17% 83
2020
Q1 		$209K Sell
2,438
-214
-8% -$24.9K 0.18% 84
2019
Q4 		$330K Buy
2,652
+189
+8% +$22.6K 0.26% 72
2019
Q3 		$291K Sell
2,463
-282
-10% -$34.6K 0.28% 70
2019
Q2 		$339K Buy
2,745
+719
+35% +$84.5K 0.3% 73
2019
Q1 		$221K Buy
2,026
+18
+0.9% +$1.89K 0.17% 83
2018
Q4 		$191K Buy
+2,008
New +$210K 0.14% 88

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

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

Liberty Wealth Management held its American Express (AXP) position steady in Q2 2026 at 1,673 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #144.

Liberty Wealth Management first reported a position in AXP in Q4 2018 and has held it in 26 quarters since. The position peaked at $661K in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Liberty Wealth Management held 1,673 shares of American Express worth $506K as of Q2 2026.
  • Liberty Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Liberty Wealth Management first reported a position in American Express in Q4 2018 and has held it in 26 quarters since.
  • Liberty Wealth Management's American Express position peaked at $661K in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.