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Opal Wealth Advisors’s American Express AXP Stock Holding History

Opal 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 		$828K Buy
2,449
+3
+0.1% +$961 0.18% 63
2026
Q1 		$740K Buy
2,446
+7
+0.3% +$2.35K 0.17% 65
2025
Q4 		$902K Sell
2,439
-8
-0.3% -$2.86K 0.24% 56
2025
Q3 		$813K Sell
2,447
-153
-6% -$48.7K 0.23% 58
2025
Q2 		$829K Buy
2,600
+158
+6% +$44.5K 0.23% 47
2025
Q1 		$657K Buy
2,442
+300
+14% +$88.7K 0.2% 60
2024
Q4 		$636K Buy
2,142
+33
+2% +$9.48K 0.19% 76
2024
Q3 		$572K Sell
2,109
-5
-0.2% -$1.25K 0.18% 75
2024
Q2 		$489K Sell
2,114
-29
-1% -$6.72K 0.16% 77
2024
Q1 		$488K Buy
2,143
+4
+0.2% +$829 0.17% 82
2023
Q4 		$401K Buy
2,139
+18
+0.8% +$2.9K 0.16% 100
2023
Q3 		$316K Buy
2,121
+310
+17% +$50.7K 0.19% 92
2023
Q2 		$315K Buy
+1,811
New +$292K 0.16% 88

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

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

Opal Wealth Advisors increased its American Express (AXP) stake by 0.12% in Q2 2026, buying an estimated $961 and bringing the position to 2,449 shares worth $828K. The position accounts for 0.18% of the portfolio, ranked #63.

Opal Wealth Advisors first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $902K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Opal Wealth Advisors held 2,449 shares of American Express worth $828K as of Q2 2026.
  • Opal Wealth Advisors bought 3 American Express shares in Q2 2026, an estimated $961.
  • American Express made up 0.18% of Opal Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Opal Wealth Advisors first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • Opal Wealth Advisors's American Express position peaked at $902K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.