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Maia Wealth’s American Express AXP Stock Holding History

Maia 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 		$445K Buy
1,316
+53
+4% +$17K 0.07% 235
2026
Q1 		$382K Sell
1,263
-10
-0.8% -$3.35K 0.06% 256
2025
Q4 		$437K Sell
1,273
-108
-8% -$38.6K 0.07% 234
2025
Q3 		$508K Sell
1,381
-59
-4% -$18.8K 0.09% 210
2025
Q2 		$459K Sell
1,440
-42
-3% -$11.8K 0.09% 206
2025
Q1 		$379K Buy
1,482
+90
+6% +$26.6K 0.09% 202
2024
Q4 		$441K Buy
1,392
+80
+6% +$23K 0.09% 180
2024
Q3 		$354K Buy
1,312
+139
+12% +$34.6K 0.09% 181
2024
Q2 		$286K Buy
+1,173
New +$272K 0.09% 165

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

Maia Wealth's AXP Position: Q2 2026 in Review

Maia Wealth increased its American Express (AXP) stake by 4.2% in Q2 2026, buying an estimated $17K and bringing the position to 1,316 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #235.

Maia Wealth first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q3 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Maia Wealth held 1,316 shares of American Express worth $445K as of Q2 2026.
  • Maia Wealth bought 53 American Express shares in Q2 2026, an estimated $17K.
  • American Express made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #235 holding.
  • Maia Wealth first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
  • Maia Wealth's American Express position peaked at $508K in Q3 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.