MWM
AXP icon

Maridea Wealth Management’s American Express AXP Stock Holding History

Maridea 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 		$837K Buy
2,474
+1,772
+252% +$567K 0.09% 214
2026
Q1 		$212K Sell
702
-1,169
-62% -$392K 0.03% 420
2025
Q4 		$692K Buy
1,871
+3
+0.2% +$1.07K 0.1% 194
2025
Q3 		$653K Buy
1,868
+1,022
+121% +$325K 0.1% 192
2025
Q2 		$270K Buy
846
+97
+13% +$27.3K 0.07% 229
2025
Q1 		$202K Sell
749
-1,082
-59% -$320K 0.07% 222
2024
Q4 		$543K Buy
+1,831
New +$526K 0.18% 100

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

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

Maridea Wealth Management increased its American Express (AXP) stake by 252% in Q2 2026, buying an estimated $567K and bringing the position to 2,474 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #214.

Maridea Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Maridea Wealth Management held 2,474 shares of American Express worth $837K as of Q2 2026.
  • Maridea Wealth Management bought 1,772 American Express shares in Q2 2026, an estimated $567K.
  • American Express made up 0.09% of Maridea Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Maridea Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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