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New Wave Wealth Advisors’s American Express AXP Stock Holding History

New Wave Wealth 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 		– Sell
-668
Closed -$202K – 209
2026
Q1 		$202K Buy
+668
New +$224K 0.07% 186
2025
Q3 		– Sell
-722
Closed -$230K – 178
2025
Q2 		$230K Buy
+722
New +$203K 0.1% 119
2025
Q1 		– Sell
-787
Closed -$234K – 176
2024
Q4 		$234K Sell
787
-34
-4% -$9.77K 0.1% 123
2024
Q3 		$223K Buy
+821
New +$204K 0.1% 134

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

New Wave Wealth Advisors's AXP Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 668 shares — an estimated $202K sold.

New Wave Wealth Advisors first reported a position in AXP in Q3 2024 and held it in 4 quarters. The position peaked at $234K in Q4 2024. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 668 American Express shares in Q2 2026, an estimated $202K.
  • New Wave Wealth Advisors first reported a position in American Express in Q3 2024 and held it in 4 quarters.
  • New Wave Wealth Advisors's American Express position peaked at $234K in Q4 2024.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.