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Portside Wealth Group’s American Express AXP Stock Holding History

Portside Wealth 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 		$1.59M Buy
4,713
+434
+10% +$139K 0.19% 128
2026
Q1 		$1.29M Buy
4,279
+387
+10% +$130K 0.18% 137
2025
Q4 		$1.44M Buy
3,892
+443
+13% +$159K 0.19% 119
2025
Q3 		$1.15M Buy
3,449
+316
+10% +$101K 0.16% 148
2025
Q2 		$999K Sell
3,133
-95
-3% -$26.7K 0.15% 148
2025
Q1 		$868K Buy
3,228
+251
+8% +$74.2K 0.14% 161
2024
Q4 		$884K Sell
2,977
-53
-2% -$15.2K 0.15% 153
2024
Q3 		$822K Buy
3,030
+158
+6% +$39.3K 0.14% 163
2024
Q2 		$665K Sell
2,872
-218
-7% -$50.5K 0.13% 169
2024
Q1 		$704K Sell
3,090
-351
-10% -$72.8K 0.13% 169
2023
Q4 		$645K Sell
3,441
-327
-9% -$52.6K 0.12% 180
2023
Q3 		$560K Buy
3,768
+273
+8% +$44.7K 0.11% 180
2023
Q2 		$609K Buy
+3,495
New +$564K 0.11% 177

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

Portside Wealth Group's AXP Position: Q2 2026 in Review

Portside Wealth Group increased its American Express (AXP) stake by 10% in Q2 2026, buying an estimated $139K and bringing the position to 4,713 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #128.

Portside Wealth Group first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Portside Wealth Group held 4,713 shares of American Express worth $1.59M as of Q2 2026.
  • Portside Wealth Group bought 434 American Express shares in Q2 2026, an estimated $139K.
  • American Express made up 0.19% of Portside Wealth Group's portfolio in Q2 2026, its #128 holding.
  • Portside Wealth Group first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.