Moss Adams Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.86M Buy
5,512
+3,358
+156% +$1.08M 0.12% 62
2026
Q1
$651K Sell
2,154
-43
-2% -$14.4K 0.05% 118
2025
Q4
$813K Buy
2,197
+79
+4% +$28.3K 0.06% 96
2025
Q3
$704K Buy
2,118
+52
+3% +$16.5K 0.05% 105
2025
Q2
$659K Buy
2,066
+164
+9% +$46.2K 0.06% 110
2025
Q1
$512K Sell
1,902
-86
-4% -$25.4K 0.05% 109
2024
Q4
$590K Buy
1,988
+66
+3% +$19K 0.06% 91
2024
Q3
$521K Buy
1,922
+711
+59% +$177K 0.06% 95
2024
Q2
$281K Buy
1,211
+265
+28% +$61.4K 0.04% 127
2024
Q1
$215K Sell
946
-604
-39% -$125K 0.03% 141
2023
Q4
$290K Buy
+1,550
New +$250K 0.06% 89

Other funds holding AXP

Moss Adams Wealth Advisors's AXP Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its American Express (AXP) stake by 156% in Q2 2026, buying an estimated $1.08M and bringing the position to 5,512 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #62.

Moss Adams Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Moss Adams Wealth Advisors held 5,512 shares of American Express worth $1.86M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 3,358 American Express shares in Q2 2026, an estimated $1.08M.
  • American Express made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Moss Adams Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.