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OneAscent Investment Solutions’s American Express AXP Stock Holding History

OneAscent Investment Solutions’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 		$322K Sell
952
-372
-28% -$119K 0.3% 81
2026
Q1 		$400K Buy
1,324
+1
+0.1% +$335 0.4% 68
2025
Q4 		$489K Buy
1,323
+247
+23% +$88.4K 0.52% 43
2025
Q3 		$357K Buy
1,076
+52
+5% +$16.5K 0.38% 77
2025
Q2 		$327K Buy
+1,024
New +$288K 0.35% 83

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 Investment Solutions's AXP Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its American Express (AXP) stake by 28% in Q2 2026, selling an estimated $119K and leaving 952 shares worth $322K. The position accounts for 0.3% of the portfolio, ranked #81.

OneAscent Investment Solutions first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $489K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • OneAscent Investment Solutions held 952 shares of American Express worth $322K as of Q2 2026.
  • OneAscent Investment Solutions sold 372 American Express shares in Q2 2026, an estimated $119K.
  • American Express made up 0.3% of OneAscent Investment Solutions's portfolio in Q2 2026, its #81 holding.
  • OneAscent Investment Solutions first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • OneAscent Investment Solutions's American Express position peaked at $489K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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