McKinley Carter Wealth Services’s American Express AXP Stock Holding History

McKinley Carter 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	$203K	Buy	+600	New	+$192K	0.01%	319
2018 Q2	–	Sell	-339	Closed	-$32K	–	175
2018 Q1	$32K	Buy	+339	New	+$32.8K	0.01%	296
2016 Q1	–	Sell	-3,146	Closed	-$219K	–	128
2015 Q4	$219K	Sell	3,146 -467	-13%	-$34K	0.13%	106
2015 Q3	$268K	Sell	3,613 -297	-8%	-$22.9K	0.17%	91
2015 Q2	$304K	Sell	3,910 -33	-0.8%	-$2.62K	0.16%	103
2015 Q1	$308K	Buy	3,943 +96	+2%	+$7.98K	0.2%	87
2014 Q4	$358K	Buy	+3,847	New	+$345K	0.28%	72

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

McKinley Carter Wealth Services's AXP Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in AXP as recently as Q1 2018.

McKinley Carter Wealth Services first reported a position in AXP in Q4 2014 and has held it in 7 quarters since. The position peaked at $358K in Q4 2014. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

McKinley Carter Wealth Services held 600 shares of American Express worth $203K as of Q2 2026.
American Express was a new McKinley Carter Wealth Services position in Q2 2026.
American Express made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #319 holding.
McKinley Carter Wealth Services first reported a position in American Express in Q4 2014 and has held it in 7 quarters since.
McKinley Carter Wealth Services's American Express position peaked at $358K in Q4 2014.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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