Phillips Wealth Planners’s American Express AXP Stock Holding History

Phillips Wealth Planners’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	$593K	Sell	1,697 -127	-7%	-$40.7K	0.44%	69
2026 Q1	$570K	Buy	1,824 +50	+3%	+$16.8K	0.43%	74
2025 Q4	$638K	Buy	1,774 +201	+13%	+$71.9K	0.51%	59
2025 Q3	$522K	Buy	1,573 +297	+23%	+$94.5K	0.43%	71
2025 Q2	$404K	Sell	1,276 -128	-9%	-$36K	0.37%	94
2025 Q1	$353K	Buy	1,404 +464	+49%	+$137K	0.37%	89
2024 Q4	$276K	Buy	940 +96	+11%	+$27.6K	0.28%	127
2024 Q3	$238K	Buy	+844	New	+$210K	0.23%	163

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

Phillips Wealth Planners's AXP Position: Q2 2026 in Review

Phillips Wealth Planners reduced its American Express (AXP) stake by 7% in Q2 2026, selling an estimated $40.7K and leaving 1,697 shares worth $593K. The position accounts for 0.44% of the portfolio, ranked #69.

Phillips Wealth Planners first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $638K in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Phillips Wealth Planners held 1,697 shares of American Express worth $593K as of Q2 2026.
Phillips Wealth Planners sold 127 American Express shares in Q2 2026, an estimated $40.7K.
American Express made up 0.44% of Phillips Wealth Planners's portfolio in Q2 2026, its #69 holding.
Phillips Wealth Planners first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Phillips Wealth Planners's American Express position peaked at $638K in Q4 2025.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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