Moran Wealth Management’s American Express AXP Stock Holding History

Moran 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	$18.9M	Sell	55,870 -2,227	-4%	-$713K	0.52%	48
2026 Q1	$17.6M	Sell	58,097 -2,827	-5%	-$948K	0.54%	52
2025 Q4	$22.5M	Sell	60,924 -3,190	-5%	-$1.14M	0.69%	30
2025 Q3	$21.3M	Sell	64,114 -1,589	-2%	-$505K	0.64%	40
2025 Q2	$21M	Sell	65,703 -1,985	-3%	-$559K	0.65%	39
2025 Q1	$18.2M	Sell	67,688 -1,153	-2%	-$341K	0.61%	45
2024 Q4	$20.4M	Buy	68,841 +44,987	+189%	+$12.9M	0.65%	40
2024 Q3	$6.47M	Buy	+23,854	New	+$5.94M	0.2%	141

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Moran Wealth Management reduced its American Express (AXP) stake by 3.8% in Q2 2026, selling an estimated $713K and leaving 55,870 shares worth $18.9M. The position accounts for 0.52% of the portfolio, ranked #48.

Moran Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.5M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Moran Wealth Management held 55,870 shares of American Express worth $18.9M as of Q2 2026.
Moran Wealth Management sold 2,227 American Express shares in Q2 2026, an estimated $713K.
American Express made up 0.52% of Moran Wealth Management's portfolio in Q2 2026, its #48 holding.
Moran Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Moran Wealth Management's American Express position peaked at $22.5M in Q4 2025.
2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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