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One Wealth Advisors’s American Express AXP Stock Holding History

One 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 		$808K Buy
2,388
+107
+5% +$34.3K 0.09% 121
2026
Q1 		$690K Buy
2,281
+33
+1% +$11.1K 0.09% 126
2025
Q4 		$832K Sell
2,248
-100
-4% -$35.8K 0.1% 106
2025
Q3 		$780K Sell
2,348
-2
-0.1% -$636 0.1% 115
2025
Q2 		$750K Buy
2,350
+8
+0.3% +$2.25K 0.1% 116
2025
Q1 		$630K Buy
2,342
+1,062
+83% +$314K 0.09% 127
2024
Q4 		$380K Buy
1,280
+30
+2% +$8.62K 0.06% 158
2024
Q3 		$339K Buy
1,250
+5
+0.4% +$1.25K 0.05% 182
2024
Q2 		$296K Sell
1,245
-12
-1% -$2.78K 0.06% 160
2024
Q1 		$286K Buy
+1,257
New +$261K 0.05% 186
2023
Q1 		– Sell
-135
Closed -$19.9K – 226
2022
Q4 		$19.9K Buy
+135
New +$20K ﹤0.01% 532
2019
Q2 		– Sell
-44
Closed -$5K – 151
2019
Q1 		$5K Buy
+44
New +$4.62K ﹤0.01% 359
2018
Q4 		– Sell
-79
Closed -$8K – 135
2018
Q3 		$8K Buy
79
+9
+13% +$936 0.01% 357
2018
Q2 		$7K Buy
+70
New +$6.88K 0.01% 356
2018
Q1 		– Sell
-11,414
Closed -$1.13M – 517
2017
Q4 		$1.13M Buy
+11,414
New +$1.09M 0.92% 12

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

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

One Wealth Advisors increased its American Express (AXP) stake by 4.7% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,388 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #121.

One Wealth Advisors first reported a position in AXP in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2017. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • One Wealth Advisors held 2,388 shares of American Express worth $808K as of Q2 2026.
  • One Wealth Advisors bought 107 American Express shares in Q2 2026, an estimated $34.3K.
  • American Express made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • One Wealth Advisors first reported a position in American Express in Q4 2017 and has held it in 15 quarters since.
  • One Wealth Advisors's American Express position peaked at $1.13M in Q4 2017.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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