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Lineweaver Wealth Advisors’s American Express AXP Stock Holding History

Lineweaver 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 		$288K Buy
850
+99
+13% +$31.7K 0.03% 158
2026
Q1 		$227K Sell
751
-138
-16% -$46.3K 0.03% 157
2025
Q4 		$329K Sell
889
-85
-9% -$30.4K 0.04% 154
2025
Q3 		$324K Sell
974
-65
-6% -$20.7K 0.05% 145
2025
Q2 		$331K Buy
1,039
+10
+1% +$2.81K 0.05% 135
2025
Q1 		$277K Sell
1,029
-22
-2% -$6.5K 0.05% 125
2024
Q4 		$313K Sell
1,051
-56
-5% -$16.1K 0.06% 117
2024
Q3 		$301K Buy
1,107
+49
+5% +$12.2K 0.06% 110
2024
Q2 		$245K Buy
+1,058
New +$245K 0.05% 117
2023
Q3 		– Sell
-1,254
Closed -$218K – 137
2023
Q2 		$218K Sell
1,254
-54
-4% -$8.71K 0.06% 110
2023
Q1 		$216K Sell
1,308
-146
-10% -$24.2K 0.07% 119
2022
Q4 		$215K Sell
1,454
-165
-10% -$24.4K 0.07% 117
2022
Q3 		$215K Sell
1,619
-16
-1% -$2.42K 0.07% 118
2022
Q2 		$226K Sell
1,635
-104
-6% -$17.2K 0.07% 116
2022
Q1 		$325K Sell
1,739
-39
-2% -$7.04K 0.09% 110
2021
Q4 		$291K Sell
1,778
-136
-7% -$23.2K 0.08% 111
2021
Q3 		$320K Buy
1,914
+160
+9% +$26.8K 0.1% 106
2021
Q2 		$289K Buy
1,754
+84
+5% +$13.2K 0.09% 103
2021
Q1 		$236K Buy
+1,670
New +$221K 0.08% 101

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

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

Lineweaver Wealth Advisors increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $31.7K and bringing the position to 850 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #158.

Lineweaver Wealth Advisors first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $331K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lineweaver Wealth Advisors held 850 shares of American Express worth $288K as of Q2 2026.
  • Lineweaver Wealth Advisors bought 99 American Express shares in Q2 2026, an estimated $31.7K.
  • American Express made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Lineweaver Wealth Advisors first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
  • Lineweaver Wealth Advisors's American Express position peaked at $331K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.