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Portus Wealth Advisors’s American Express AXP Stock Holding History

Portus Wealth 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 		$1.39M Buy
4,109
+430
+12% +$138K 1.14% 27
2026
Q1 		$1.11M Sell
3,679
-55
-1% -$18.4K 1.05% 29
2025
Q4 		$1.38M Buy
3,734
+177
+5% +$63.3K 1.3% 23
2025
Q3 		$1.18M Buy
+3,557
New +$1.13M 1.18% 25

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

Portus Wealth Advisors's AXP Position: Q2 2026 in Review

Portus Wealth Advisors increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $138K and bringing the position to 4,109 shares worth $1.39M. The position accounts for 1.14% of the portfolio, ranked #27.

Portus Wealth Advisors first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Portus Wealth Advisors held 4,109 shares of American Express worth $1.39M as of Q2 2026.
  • Portus Wealth Advisors bought 430 American Express shares in Q2 2026, an estimated $138K.
  • American Express made up 1.14% of Portus Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Portus Wealth Advisors first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.