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Meridian Wealth Advisors’s American Express AXP Stock Holding History

Meridian 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 		$791K Buy
2,337
+36
+2% +$11.5K 0.09% 116
2026
Q1 		$696K Sell
2,301
-42
-2% -$14.1K 0.09% 118
2025
Q4 		$867K Sell
2,343
-121
-5% -$43.3K 0.12% 98
2025
Q3 		$818K Sell
2,464
-44
-2% -$14K 0.12% 102
2025
Q2 		$800K Hold
2,508
– – 0.13% 91
2025
Q1 		$675K Hold
2,508
– – 0.11% 93
2024
Q4 		$744K Hold
2,508
– – 0.12% 91
2024
Q3 		$680K Sell
2,508
-85
-3% -$21.2K 0.11% 95
2024
Q2 		$600K Buy
2,593
+44
+2% +$10.2K 0.11% 100
2024
Q1 		$580K Hold
2,549
– – 0.11% 102
2023
Q4 		$478K Sell
2,549
-48
-2% -$7.73K 0.1% 112
2023
Q3 		$387K Sell
2,597
-102
-4% -$16.7K 0.1% 117
2023
Q2 		$470K Sell
2,699
-625
-19% -$101K 0.11% 113
2023
Q1 		$548K Hold
3,324
– – 0.14% 106
2022
Q4 		$491K Sell
3,324
-200
-6% -$29.6K 0.13% 114
2022
Q3 		$475K Buy
3,524
+750
+27% +$114K 0.13% 117
2022
Q2 		$385K Hold
2,774
– – 0.1% 137
2022
Q1 		$519K Buy
2,774
+363
+15% +$65.6K 0.12% 128
2021
Q4 		$394K Hold
2,411
– – 0.1% 138
2021
Q3 		$404K Hold
2,411
– – 0.11% 131
2021
Q2 		$398K Hold
2,411
– – 0.11% 134
2021
Q1 		$341K Hold
2,411
– – 0.11% 133
2020
Q4 		$292K Sell
2,411
-50
-2% -$5.54K 0.11% 141
2020
Q3 		$247K Sell
2,461
-544
-18% -$53.5K 0.11% 144
2020
Q2 		$286K Buy
3,005
+594
+25% +$54.7K 0.13% 125
2020
Q1 		$206K Hold
2,411
– – 0.11% 133
2019
Q4 		$300K Hold
2,411
– – 0.12% 127
2019
Q3 		$285K Sell
2,411
-85
-3% -$10.4K 0.12% 126
2019
Q2 		$310K Hold
2,496
– – 0.22% 95
2019
Q1 		$273K Hold
2,496
– – 0.2% 96
2018
Q4 		$238K Buy
+2,496
New +$261K 0.18% 107

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

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

Meridian Wealth Advisors increased its American Express (AXP) stake by 1.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,337 shares worth $791K. The position accounts for 0.09% of the portfolio, ranked #116.

Meridian Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $867K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Meridian Wealth Advisors held 2,337 shares of American Express worth $791K as of Q2 2026.
  • Meridian Wealth Advisors bought 36 American Express shares in Q2 2026, an estimated $11.5K.
  • American Express made up 0.09% of Meridian Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Meridian Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • Meridian Wealth Advisors's American Express position peaked at $867K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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