Libra Wealth’s American Express AXP Stock Holding History

Libra Wealth’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	$429K	Buy	1,268 +13	+1%	+$4.16K	0.11%	52
2026 Q1	$380K	Hold	1,255	–	–	0.11%	51
2025 Q4	$464K	Hold	1,255	–	–	0.13%	48
2025 Q3	$417K	Hold	1,255	–	–	0.13%	49
2025 Q2	$400K	Buy	1,255 +10	+0.8%	+$2.81K	0.13%	52
2025 Q1	$335K	Hold	1,245	–	–	0.13%	48
2024 Q4	$370K	Sell	1,245 -55	-4%	-$15.8K	0.14%	41
2024 Q3	$353K	Hold	1,300	–	–	0.14%	43
2024 Q2	$301K	Hold	1,300	–	–	0.13%	45
2024 Q1	$296K	Hold	1,300	–	–	0.13%	48
2023 Q4	$244K	Buy	+1,300	New	+$209K	0.12%	48
2023 Q3	–	Sell	-1,300	Closed	-$226K	–	51
2023 Q2	$226K	Hold	1,300	–	–	0.12%	48
2023 Q1	$214K	Buy	+1,300	New	+$216K	0.12%	45
2022 Q2	–	Sell	-1,300	Closed	-$243K	–	43
2022 Q1	$243K	Hold	1,300	–	–	0.14%	28
2021 Q4	$213K	Buy	+1,300	New	+$222K	0.14%	26

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

Libra Wealth's AXP Position: Q2 2026 in Review

Libra Wealth increased its American Express (AXP) stake by 1% in Q2 2026, buying an estimated $4.16K and bringing the position to 1,268 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #52.

Libra Wealth first reported a position in AXP in Q4 2021 and has held it in 15 quarters since. The position peaked at $464K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Libra Wealth held 1,268 shares of American Express worth $429K as of Q2 2026.
Libra Wealth bought 13 American Express shares in Q2 2026, an estimated $4.16K.
American Express made up 0.11% of Libra Wealth's portfolio in Q2 2026, its #52 holding.
Libra Wealth first reported a position in American Express in Q4 2021 and has held it in 15 quarters since.
Libra Wealth's American Express position peaked at $464K in Q4 2025.
2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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