McCarter Private Wealth Services’s American Express AXP Stock Holding History

McCarter Private Wealth Services’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	$1.93M	Sell	5,712 -315	-5%	-$101K	0.67%	49
2026 Q1	$1.82M	Buy	6,027 +10	+0.2%	+$3.35K	0.79%	38
2025 Q4	$2.23M	Buy	6,017 +20	+0.3%	+$7.16K	1%	29
2025 Q3	$1.99M	Hold	5,997	–	–	1.02%	31
2025 Q2	$1.91M	Sell	5,997 -29	-0.5%	-$8.16K	1.09%	29
2025 Q1	$1.62M	Buy	6,026 +31	+0.5%	+$9.16K	1.06%	30
2024 Q4	$1.78M	Buy	5,995 +1	+0%	+$287	1.13%	28
2024 Q3	$1.63M	Buy	+5,994	New	+$1.49M	1.03%	31

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

McCarter Private Wealth Services's AXP Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its American Express (AXP) stake by 5.2% in Q2 2026, selling an estimated $101K and leaving 5,712 shares worth $1.93M. The position accounts for 0.67% of the portfolio, ranked #49.

McCarter Private Wealth Services first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

McCarter Private Wealth Services held 5,712 shares of American Express worth $1.93M as of Q2 2026.
McCarter Private Wealth Services sold 315 American Express shares in Q2 2026, an estimated $101K.
American Express made up 0.67% of McCarter Private Wealth Services's portfolio in Q2 2026, its #49 holding.
McCarter Private Wealth Services first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's American Express position peaked at $2.23M in Q4 2025.
3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.