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Peck Wealth Management’s American Express AXP Stock Holding History

Peck 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 		$304K Hold
900
– – 0.26% 65
2026
Q1 		$272K Sell
900
-122
-12% -$40.9K 0.27% 66
2025
Q4 		$378K Hold
1,022
– – 0.36% 54
2025
Q3 		$339K Buy
+1,022
New +$325K 0.32% 56

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

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

Peck Wealth Management held its American Express (AXP) position steady in Q2 2026 at 900 shares worth $304K. The position accounts for 0.26% of the portfolio, ranked #65.

Peck Wealth Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $378K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Peck Wealth Management held 900 shares of American Express worth $304K as of Q2 2026.
  • Peck Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.26% of Peck Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Peck Wealth Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's American Express position peaked at $378K in Q4 2025.
  • 2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.