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MONECO Advisors’s American Express AXP Stock Holding History

MONECO 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 		$1.15M Buy
3,391
+1,125
+50% +$360K 0.07% 244
2026
Q1 		$685K Buy
2,266
+109
+5% +$36.5K 0.05% 254
2025
Q4 		$798K Sell
2,157
-80
-4% -$28.6K 0.06% 236
2025
Q3 		$743K Buy
2,237
+104
+5% +$33.1K 0.06% 240
2025
Q2 		$680K Buy
2,133
+15
+0.7% +$4.22K 0.06% 239
2025
Q1 		$570K Buy
2,118
+42
+2% +$12.4K 0.06% 255
2024
Q4 		$616K Buy
2,076
+484
+30% +$139K 0.07% 245
2024
Q3 		$432K Buy
1,592
+37
+2% +$9.21K 0.05% 284
2024
Q2 		$360K Buy
1,555
+26
+2% +$6.02K 0.05% 287
2024
Q1 		$348K Buy
1,529
+10
+0.7% +$2.07K 0.06% 292
2023
Q4 		$285K Sell
1,519
-23
-1% -$3.7K 0.05% 300
2023
Q3 		$230K Buy
1,542
+45
+3% +$7.36K 0.06% 299
2023
Q2 		$261K Sell
1,497
-47
-3% -$7.58K 0.07% 275
2023
Q1 		$255K Buy
+1,544
New +$256K 0.07% 267

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

MONECO Advisors's AXP Position: Q2 2026 in Review

MONECO Advisors increased its American Express (AXP) stake by 50% in Q2 2026, buying an estimated $360K and bringing the position to 3,391 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #244.

MONECO Advisors first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • MONECO Advisors held 3,391 shares of American Express worth $1.15M as of Q2 2026.
  • MONECO Advisors bought 1,125 American Express shares in Q2 2026, an estimated $360K.
  • American Express made up 0.07% of MONECO Advisors's portfolio in Q2 2026, its #244 holding.
  • MONECO Advisors first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.