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Pension & Wealth Management Advisors’s American Express AXP Stock Holding History

Pension & Wealth Management 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 		$117K Buy
345
+42
+14% +$13.4K 0.03% 230
2026
Q1 		$91.9K Buy
303
+51
+20% +$17.1K 0.03% 245
2025
Q4 		$93.5K Buy
252
+11
+5% +$3.94K 0.03% 238
2025
Q3 		$80.3K Buy
241
+11
+5% +$3.5K 0.03% 231
2025
Q2 		$73.4K Hold
230
– – 0.02% 225
2025
Q1 		$61.9K Buy
+230
New +$68K 0.02% 240

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

Pension & Wealth Management Advisors's AXP Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $13.4K and bringing the position to 345 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #230.

Pension & Wealth Management Advisors first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Pension & Wealth Management Advisors held 345 shares of American Express worth $117K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 42 American Express shares in Q2 2026, an estimated $13.4K.
  • American Express made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #230 holding.
  • Pension & Wealth Management Advisors first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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