OneAscent Family Office’s American Express AXP Stock Holding History

OneAscent Family Office’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	$566K	Buy	1,673 +66	+4%	+$21.1K	0.29%	77
2026 Q1	$486K	Buy	1,607 +151	+10%	+$50.6K	0.34%	74
2025 Q4	$539K	Buy	1,456 +180	+14%	+$64.4K	0.37%	68
2025 Q3	$424K	Sell	1,276 -111	-8%	-$35.3K	0.34%	75
2025 Q2	$442K	Sell	1,387 -1,363	-50%	-$384K	0.42%	55
2025 Q1	$740K	Buy	2,750 +1,231	+81%	+$364K	0.69%	43
2024 Q4	$451K	Buy	+1,519	New	+$436K	0.82%	28

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 $3.38T AUM 44.17% 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

OneAscent Family Office's AXP Position: Q2 2026 in Review

OneAscent Family Office increased its American Express (AXP) stake by 4.1% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,673 shares worth $566K. The position accounts for 0.29% of the portfolio, ranked #77.

OneAscent Family Office first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $740K in Q1 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

OneAscent Family Office held 1,673 shares of American Express worth $566K as of Q2 2026.
OneAscent Family Office bought 66 American Express shares in Q2 2026, an estimated $21.1K.
American Express made up 0.29% of OneAscent Family Office's portfolio in Q2 2026, its #77 holding.
OneAscent Family Office first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's American Express position peaked at $740K in Q1 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.