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OneAscent Financial Services’s American Express AXP Stock Holding History

OneAscent Financial Services’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 		$1.25M Buy
3,703
+960
+35% +$307K 0.06% 198
2026
Q1 		$830K Buy
2,743
+314
+13% +$105K 0.04% 253
2025
Q4 		$899K Buy
2,429
+496
+26% +$177K 0.08% 164
2025
Q3 		$642K Sell
1,933
-379
-16% -$121K 0.04% 261
2025
Q2 		$739K Sell
2,312
-3,978
-63% -$1.12M 0.05% 232
2025
Q1 		$1.69M Buy
6,290
+3,713
+144% +$1.1M 0.11% 130
2024
Q4 		$765K Buy
2,577
+1,110
+76% +$319K 0.07% 191
2024
Q3 		$398K Sell
1,467
-309
-17% -$76.9K 0.29% 92
2024
Q2 		$411K Buy
1,776
+364
+26% +$84.3K 0.06% 167
2024
Q1 		$322K Sell
1,412
-158
-10% -$32.8K 0.04% 274
2023
Q4 		$294K Sell
1,570
-1,807
-54% -$291K 0.04% 273
2023
Q3 		$504K Buy
+3,377
New +$552K 0.13% 117
2023
Q2 		– Sell
-3,895
Closed -$642K – 132
2023
Q1 		$642K Buy
3,895
+370
+10% +$61.4K 0.26% 40
2022
Q4 		$521K Buy
+3,525
New +$522K 0.22% 51

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 $3.38T AUM 44.17% 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

OneAscent Financial Services's AXP Position: Q2 2026 in Review

OneAscent Financial Services increased its American Express (AXP) stake by 35% in Q2 2026, buying an estimated $307K and bringing the position to 3,703 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #198.

OneAscent Financial Services first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • OneAscent Financial Services held 3,703 shares of American Express worth $1.25M as of Q2 2026.
  • OneAscent Financial Services bought 960 American Express shares in Q2 2026, an estimated $307K.
  • American Express made up 0.06% of OneAscent Financial Services's portfolio in Q2 2026, its #198 holding.
  • OneAscent Financial Services first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • OneAscent Financial Services's American Express position peaked at $1.69M in Q1 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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