Live Oak Private Wealth’s American Express AXP Stock Holding History

Live Oak Private 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	$259K	Sell	765 -4	-0.5%	-$1.28K	0.03%	186
2026 Q1	$233K	Hold	769	–	–	0.03%	186
2025 Q4	$284K	Sell	769 -1	-0.1%	-$358	0.04%	166
2025 Q3	$256K	Sell	770 -3	-0.4%	-$954	0.04%	170
2025 Q2	$247K	Sell	773 -6	-0.8%	-$1.69K	0.04%	168
2025 Q1	$210K	Hold	779	–	–	0.03%	177
2024 Q4	$231K	Buy	779 +6	+0.8%	+$1.72K	0.04%	163
2024 Q3	$210K	Buy	+773	New	+$192K	0.03%	167

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

Live Oak Private Wealth's AXP Position: Q2 2026 in Review

Live Oak Private Wealth reduced its American Express (AXP) stake by 0.52% in Q2 2026, selling an estimated $1.28K and leaving 765 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #186.

Live Oak Private Wealth first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $284K in Q4 2025. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Live Oak Private Wealth held 765 shares of American Express worth $259K as of Q2 2026.
Live Oak Private Wealth sold 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #186 holding.
Live Oak Private Wealth first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Live Oak Private Wealth's American Express position peaked at $284K in Q4 2025.
3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.