PWM
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Palumbo Wealth Management’s American Express AXP Stock Holding History

Palumbo 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 		$660K Buy
1,951
+36
+2% +$11.5K 0.14% 114
2026
Q1 		$579K Buy
1,915
+209
+12% +$70.1K 0.14% 111
2025
Q4 		$631K Buy
+1,706
New +$610K 0.16% 103

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

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

Palumbo Wealth Management increased its American Express (AXP) stake by 1.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 1,951 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #114.

Palumbo Wealth Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Palumbo Wealth Management held 1,951 shares of American Express worth $660K as of Q2 2026.
  • Palumbo Wealth Management bought 36 American Express shares in Q2 2026, an estimated $11.5K.
  • American Express made up 0.14% of Palumbo Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Palumbo Wealth Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.