PWM
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PMG Wealth Management’s American Express AXP Stock Holding History

PMG 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 		$220K Buy
+650
New +$208K 0.14% 58
2026
Q1 		– Sell
-681
Closed -$252K – 60
2025
Q4 		$252K Buy
681
+31
+5% +$11.1K 0.18% 52
2025
Q3 		$216K Hold
650
– – 0.16% 54
2025
Q2 		$207K Buy
+650
New +$183K 0.17% 52

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 $3.38T AUM 44.17% 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

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

PMG Wealth Management opened a new position in American Express (AXP) in Q2 2026: 650 shares worth $220K. The stake represents 0.14% of the portfolio and ranks #58 among its holdings. This is a return to the name: PMG Wealth Management previously reported a position in AXP as recently as Q4 2025.

PMG Wealth Management first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • PMG Wealth Management held 650 shares of American Express worth $220K as of Q2 2026.
  • American Express was a new PMG Wealth Management position in Q2 2026.
  • American Express made up 0.14% of PMG Wealth Management's portfolio in Q2 2026, its #58 holding.
  • PMG Wealth Management first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • PMG Wealth Management's American Express position peaked at $252K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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