Premier Path Wealth Partners’s American Express AXP Stock Holding History

Premier Path Wealth Partners’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	$2.28M	Buy	6,752 +468	+7%	+$150K	0.26%	89
2026 Q1	$1.9M	Buy	6,284 +631	+11%	+$212K	0.25%	93
2025 Q4	$2.09M	Buy	5,653 +171	+3%	+$61.2K	0.27%	82
2025 Q3	$1.82M	Sell	5,482 -8	-0.1%	-$2.54K	0.23%	91
2025 Q2	$1.75M	Buy	5,490 +824	+18%	+$232K	0.24%	98
2025 Q1	$1.26M	Buy	4,666 +128	+3%	+$37.8K	0.2%	128
2024 Q4	$1.35M	Buy	4,538 +7	+0.2%	+$2.01K	0.21%	111
2024 Q3	$1.23M	Sell	4,531 -10	-0.2%	-$2.49K	0.19%	132
2024 Q2	$1.05M	Sell	4,541 -10	-0.2%	-$2.32K	0.18%	140
2024 Q1	$1.04M	Sell	4,551 -303	-6%	-$62.8K	0.2%	136
2023 Q4	$907K	Buy	+4,854	New	+$781K	0.2%	129

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

Premier Path Wealth Partners's AXP Position: Q2 2026 in Review

Premier Path Wealth Partners increased its American Express (AXP) stake by 7.4% in Q2 2026, buying an estimated $150K and bringing the position to 6,752 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #89.

Premier Path Wealth Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Premier Path Wealth Partners held 6,752 shares of American Express worth $2.28M as of Q2 2026.
Premier Path Wealth Partners bought 468 American Express shares in Q2 2026, an estimated $150K.
American Express made up 0.26% of Premier Path Wealth Partners's portfolio in Q2 2026, its #89 holding.
Premier Path Wealth Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.