PWM
AXP icon

Parkshore Wealth Management’s American Express AXP Stock Holding History

Parkshore 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 		$3.24M Buy
9,585
+5
+0.1% +$1.6K 0.93% 17
2026
Q1 		$2.9M Buy
9,580
+22
+0.2% +$7.38K 0.97% 18
2025
Q4 		$3.54M Buy
9,558
+17
+0.2% +$6.08K 1.33% 16
2025
Q3 		$3.17M Buy
9,541
+22
+0.2% +$7K 1.29% 16
2025
Q2 		$3.04M Buy
9,519
+23
+0.2% +$6.47K 1.48% 15
2025
Q1 		$2.55M Buy
9,496
+17
+0.2% +$5.03K 1.49% 17
2024
Q4 		$2.81M Buy
+9,479
New +$2.72M 1.69% 18

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

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

Parkshore Wealth Management increased its American Express (AXP) stake by 0.05% in Q2 2026, buying an estimated $1.6K and bringing the position to 9,585 shares worth $3.24M. The position accounts for 0.93% of the portfolio, ranked #17.

Parkshore Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Parkshore Wealth Management held 9,585 shares of American Express worth $3.24M as of Q2 2026.
  • Parkshore Wealth Management bought 5 American Express shares in Q2 2026, an estimated $1.6K.
  • American Express made up 0.93% of Parkshore Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Parkshore Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Parkshore Wealth Management's American Express position peaked at $3.54M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.