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Medallion Wealth Advisors’s American Express AXP Stock Holding History

Medallion Wealth Advisors’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 		$160K Sell
474
-311
-40% -$99.6K 0.05% 272
2026
Q1 		$237K Hold
785
– – 0.08% 227
2025
Q4 		$290K Buy
785
+4
+0.5% +$1.43K 0.1% 194
2025
Q3 		$259K Sell
781
-17
-2% -$5.41K 0.09% 199
2025
Q2 		$256K Buy
798
+25
+3% +$7.04K 0.1% 196
2025
Q1 		$209K Buy
773
+11
+1% +$3.25K 0.09% 197
2024
Q4 		$217K Buy
+762
New +$219K 0.11% 179

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

Medallion Wealth Advisors's AXP Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its American Express (AXP) stake by 40% in Q2 2026, selling an estimated $99.6K and leaving 474 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #272.

Medallion Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Medallion Wealth Advisors held 474 shares of American Express worth $160K as of Q2 2026.
  • Medallion Wealth Advisors sold 311 American Express shares in Q2 2026, an estimated $99.6K.
  • American Express made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Medallion Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's American Express position peaked at $290K in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.