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OneAscent Wealth Management’s American Express AXP Stock Holding History

OneAscent Wealth Management’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 		$459K Sell
1,358
-321
-19% -$103K 0.14% 79
2026
Q1 		$508K Sell
1,679
-26
-2% -$8.72K 0.17% 72
2025
Q4 		$631K Buy
1,705
+358
+27% +$128K 0.21% 57
2025
Q3 		$447K Sell
1,347
-10
-0.7% -$3.18K 0.15% 77
2025
Q2 		$433K Sell
1,357
-96
-7% -$27K 0.16% 73
2025
Q1 		$391K Buy
1,453
+25
+2% +$7.39K 0.17% 67
2024
Q4 		$424K Sell
1,428
-68
-5% -$19.5K 0.17% 68
2024
Q3 		$406K Hold
1,496
– – 0.15% 90
2024
Q2 		$346K Buy
1,496
+317
+27% +$73.4K 0.18% 53
2024
Q1 		$268K Buy
1,179
+114
+11% +$23.6K 0.1% 142
2023
Q4 		$200K Buy
+1,065
New +$171K 0.08% 169
2023
Q2 		– Sell
-2,065
Closed -$341K – 108
2023
Q1 		$341K Buy
2,065
+573
+38% +$95.1K 0.13% 103
2022
Q4 		$220K Buy
+1,492
New +$221K 0.1% 145

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

OneAscent Wealth Management's AXP Position: Q2 2026 in Review

OneAscent Wealth Management reduced its American Express (AXP) stake by 19% in Q2 2026, selling an estimated $103K and leaving 1,358 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #79.

OneAscent Wealth Management first reported a position in AXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $631K in Q4 2025. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • OneAscent Wealth Management held 1,358 shares of American Express worth $459K as of Q2 2026.
  • OneAscent Wealth Management sold 321 American Express shares in Q2 2026, an estimated $103K.
  • American Express made up 0.14% of OneAscent Wealth Management's portfolio in Q2 2026, its #79 holding.
  • OneAscent Wealth Management first reported a position in American Express in Q4 2022 and has held it in 13 quarters since.
  • OneAscent Wealth Management's American Express position peaked at $631K in Q4 2025.
  • 3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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