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OakTrust Wealth Advisors’s American Express AXP Stock Holding History

OakTrust 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 		$283K Sell
837
-56
-6% -$17.9K 0.24% 55
2026
Q1 		$270K Sell
893
-6
-0.7% -$2.01K 0.25% 53
2025
Q4 		$333K Buy
+899
New +$322K 0.31% 47

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

OakTrust Wealth Advisors's AXP Position: Q2 2026 in Review

OakTrust Wealth Advisors reduced its American Express (AXP) stake by 6.3% in Q2 2026, selling an estimated $17.9K and leaving 837 shares worth $283K. The position accounts for 0.24% of the portfolio, ranked #55.

OakTrust Wealth Advisors first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 2,986 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • OakTrust Wealth Advisors held 837 shares of American Express worth $283K as of Q2 2026.
  • OakTrust Wealth Advisors sold 56 American Express shares in Q2 2026, an estimated $17.9K.
  • American Express made up 0.24% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • OakTrust Wealth Advisors first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's American Express position peaked at $333K in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.