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Modern Wealth Management’s American Express AXP Stock Holding History

Modern 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 		$18.2M Buy
53,684
+6,209
+13% +$1.99M 0.22% 119
2026
Q1 		$14.3M Buy
47,475
+1,999
+4% +$670K 0.25% 101
2025
Q4 		$16.8M Sell
45,476
-115
-0.3% -$41.2K 0.31% 80
2025
Q3 		$15.1M Buy
45,591
+40,264
+756% +$12.8M 0.3% 88
2025
Q2 		$1.7M Buy
5,327
+406
+8% +$114K 0.04% 285
2025
Q1 		$1.32M Buy
4,921
+35
+0.7% +$10.3K 0.04% 265
2024
Q4 		$1.45M Buy
4,886
+842
+21% +$242K 0.05% 218
2024
Q3 		$1.1M Buy
4,044
+76
+2% +$18.9K 0.07% 158
2024
Q2 		$919K Buy
3,968
+75
+2% +$17.4K 0.07% 144
2024
Q1 		$886K Buy
3,893
+292
+8% +$60.5K 0.08% 124
2023
Q4 		$675K Buy
+3,601
New +$580K 0.09% 79

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

Modern Wealth Management's AXP Position: Q2 2026 in Review

Modern Wealth Management increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $1.99M and bringing the position to 53,684 shares worth $18.2M. The position accounts for 0.22% of the portfolio, ranked #119.

Modern Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Modern Wealth Management held 53,684 shares of American Express worth $18.2M as of Q2 2026.
  • Modern Wealth Management bought 6,209 American Express shares in Q2 2026, an estimated $1.99M.
  • American Express made up 0.22% of Modern Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Modern Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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