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Meridian Wealth Management’s American Express AXP Stock Holding History

Meridian 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 		$1.78M Sell
5,249
-1,511
-22% -$484K 0.05% 281
2026
Q1 		$2.04M Buy
6,760
+327
+5% +$110K 0.07% 230
2025
Q4 		$2.38M Buy
6,433
+807
+14% +$289K 0.08% 205
2025
Q3 		$1.87M Buy
5,626
+1,229
+28% +$391K 0.07% 227
2025
Q2 		$1.4M Buy
4,397
+353
+9% +$99.4K 0.06% 252
2025
Q1 		$1.09M Buy
4,044
+145
+4% +$42.9K 0.05% 277
2024
Q4 		$1.16M Buy
3,899
+382
+11% +$110K 0.05% 264
2024
Q3 		$954K Buy
+3,517
New +$876K 0.05% 289
2024
Q2 		– Sell
-3,015
Closed -$686K – 309
2024
Q1 		$686K Sell
3,015
-79
-3% -$16.4K 0.11% 116
2023
Q4 		$580K Sell
3,094
-4,786
-61% -$770K 0.04% 354
2023
Q3 		$1.18M Buy
7,880
+3,791
+93% +$620K 0.07% 215
2023
Q2 		$712K Sell
4,089
-46
-1% -$7.42K 0.06% 256
2023
Q1 		$682K Sell
4,135
-43
-1% -$7.13K 0.06% 266
2022
Q4 		$617K Sell
4,178
-265
-6% -$39.3K 0.06% 271
2022
Q3 		$599K Sell
4,443
-293
-6% -$44.4K 0.06% 252
2022
Q2 		$657K Buy
4,736
+714
+18% +$118K 0.05% 295
2022
Q1 		$752K Buy
4,022
+263
+7% +$47.5K 0.08% 185
2021
Q4 		$615K Sell
3,759
-137
-4% -$23.4K 0.07% 216
2021
Q3 		$653K Buy
3,896
+30
+0.8% +$5.02K 0.08% 194
2021
Q2 		$639K Buy
3,866
+492
+15% +$77.1K 0.08% 194
2021
Q1 		$477K Buy
3,374
+134
+4% +$17.7K 0.07% 216
2020
Q4 		$391K Sell
3,240
-258
-7% -$28.6K 0.06% 227
2020
Q3 		$350K Buy
3,498
+676
+24% +$66.5K 0.09% 171
2020
Q2 		$268K Buy
+2,822
New +$260K 0.09% 173
2020
Q1 		– Sell
-3,123
Closed -$388K – 205
2019
Q4 		$388K Hold
3,123
– – 0.19% 118
2019
Q3 		$369K Buy
3,123
+225
+8% +$27.6K 0.17% 122
2019
Q2 		$358K Buy
2,898
+40
+1% +$4.7K 0.14% 125
2019
Q1 		$312K Buy
+2,858
New +$300K 0.14% 136

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 Management's AXP Position: Q2 2026 in Review

Meridian Wealth Management reduced its American Express (AXP) stake by 22% in Q2 2026, selling an estimated $484K and leaving 5,249 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #281.

Meridian Wealth Management first reported a position in AXP in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.38M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Meridian Wealth Management held 5,249 shares of American Express worth $1.78M as of Q2 2026.
  • Meridian Wealth Management sold 1,511 American Express shares in Q2 2026, an estimated $484K.
  • American Express made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Meridian Wealth Management first reported a position in American Express in Q1 2019 and has held it in 28 quarters since.
  • Meridian Wealth Management's American Express position peaked at $2.38M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.