Parr McKnight Wealth Management Group’s American Express AXP Stock Holding History

Parr McKnight Wealth Management Group’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	$7.54M	Buy	22,288 +8,584	+63%	+$2.75M	0.89%	31
2026 Q1	$4.15M	Buy	13,704 +124	+0.9%	+$41.6K	0.54%	56
2025 Q4	$5.02M	Sell	13,580 -195	-1%	-$69.8K	0.66%	48
2025 Q3	$4.58M	Buy	13,775 +12,750	+1,244%	+$4.06M	0.6%	46
2025 Q2	$327K	Hold	1,025	–	–	0.04%	197
2025 Q1	$276K	Sell	1,025 -1	-0.1%	-$296	0.04%	206
2024 Q4	$305K	Buy	+1,026	New	+$295K	0.04%	201

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Parr McKnight Wealth Management Group's AXP Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its American Express (AXP) stake by 63% in Q2 2026, buying an estimated $2.75M and bringing the position to 22,288 shares worth $7.54M. The position accounts for 0.89% of the portfolio, ranked #31.

Parr McKnight Wealth Management Group first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Parr McKnight Wealth Management Group held 22,288 shares of American Express worth $7.54M as of Q2 2026.
Parr McKnight Wealth Management Group bought 8,584 American Express shares in Q2 2026, an estimated $2.75M.
American Express made up 0.89% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #31 holding.
Parr McKnight Wealth Management Group first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.