Private Wealth Asset Management’s American Express AXP Stock Holding History

Private Wealth Asset Management’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	$1.3M	Buy	3,841 +42	+1%	+$13.4K	0.13%	110
2026 Q1	$1.15M	Sell	3,799 -35	-0.9%	-$11.7K	0.12%	117
2025 Q4	$1.42M	Hold	3,834	–	–	0.15%	99
2025 Q3	$1.27M	Buy	3,834 +3	+0.1%	+$954	0.15%	99
2025 Q2	$1.22M	Sell	3,831 -4,952	-56%	-$1.39M	0.16%	98
2025 Q1	$2.36M	Buy	+8,783	New	+$2.6M	0.34%	54

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

Private Wealth Asset Management's AXP Position: Q2 2026 in Review

Private Wealth Asset Management increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,841 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #110.

Private Wealth Asset Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.36M in Q1 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Private Wealth Asset Management held 3,841 shares of American Express worth $1.3M as of Q2 2026.
Private Wealth Asset Management bought 42 American Express shares in Q2 2026, an estimated $13.4K.
American Express made up 0.13% of Private Wealth Asset Management's portfolio in Q2 2026, its #110 holding.
Private Wealth Asset Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's American Express position peaked at $2.36M in Q1 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.