Principia Wealth Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Principia Wealth Advisory's AXP Position: Q2 2026 in Review
Principia Wealth Advisory increased its American Express (AXP) stake by 86% in Q2 2026, buying an estimated $5.76K and bringing the position to 39 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #211.
Principia Wealth Advisory first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Principia Wealth Advisory held 39 shares of American Express worth $13.2K as of Q2 2026.
- Principia Wealth Advisory bought 18 American Express shares in Q2 2026, an estimated $5.76K.
- American Express made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #211 holding.
- Principia Wealth Advisory first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
- 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.