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Prestige Wealth Management Group’s American Express AXP Stock Holding History

Prestige Wealth Management 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 		$233K Sell
689
-24
-3% -$7.68K 0.04% 155
2026
Q1 		$216K Sell
713
-1,002
-58% -$336K 0.04% 157
2025
Q4 		$634K Buy
1,715
+48
+3% +$17.2K 0.12% 90
2025
Q3 		$554K Buy
1,667
+985
+144% +$313K 0.11% 101
2025
Q2 		$218K Hold
682
– – 0.04% 161
2025
Q1 		$183K Hold
682
– – 0.04% 157
2024
Q4 		$202K Hold
682
– – 0.04% 160
2024
Q3 		$185K Sell
682
-1,434
-68% -$357K 0.04% 158
2024
Q2 		$490K Buy
2,116
+1,434
+210% +$332K 0.11% 89
2024
Q1 		$155K Sell
682
-1,786
-72% -$370K 0.03% 170
2023
Q4 		$462K Buy
2,468
+202
+9% +$32.5K 0.1% 88
2023
Q3 		$338K Buy
2,266
+1,584
+232% +$259K 0.08% 103
2023
Q2 		$119K Hold
682
– – 0.03% 192
2023
Q1 		$112K Sell
682
-35
-5% -$5.81K 0.03% 178
2022
Q4 		$106K Buy
717
+46
+7% +$6.82K 0.03% 188
2022
Q3 		$91K Sell
671
-69
-9% -$10.4K 0.03% 176
2022
Q2 		$103K Sell
740
-128
-15% -$21.1K 0.03% 173
2022
Q1 		$162K Buy
868
+6
+0.7% +$1.08K 0.04% 154
2021
Q4 		$141K Hold
862
– – 0.03% 169
2021
Q3 		$145K Hold
862
– – 0.04% 160
2021
Q2 		$142K Sell
862
-61
-7% -$9.55K 0.04% 159
2021
Q1 		$130K Hold
923
– – 0.04% 159
2020
Q4 		$111K Sell
923
-43
-4% -$4.76K 0.03% 167
2020
Q3 		$97K Sell
966
-1,404
-59% -$138K 0.03% 177
2020
Q2 		$225K Buy
2,370
+343
+17% +$31.6K 0.08% 88
2020
Q1 		$173K Buy
2,027
+1,856
+1,085% +$216K 0.07% 87
2019
Q4 		$21K Hold
171
– – 0.01% 288
2019
Q3 		$20K Sell
171
-225
-57% -$27.6K 0.01% 275
2019
Q2 		$49K Buy
396
+154
+64% +$18.1K 0.03% 198
2019
Q1 		$26K Sell
242
-400
-62% -$42K 0.02% 242
2018
Q4 		$61K Buy
+642
New +$67.2K 0.04% 172

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

Prestige Wealth Management Group's AXP Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its American Express (AXP) stake by 3.4% in Q2 2026, selling an estimated $7.68K and leaving 689 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #155.

Prestige Wealth Management Group first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $634K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Prestige Wealth Management Group held 689 shares of American Express worth $233K as of Q2 2026.
  • Prestige Wealth Management Group sold 24 American Express shares in Q2 2026, an estimated $7.68K.
  • American Express made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #155 holding.
  • Prestige Wealth Management Group first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's American Express position peaked at $634K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.