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

Private 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 		$167K Buy
494
+200
+68% +$64K 0.04% 126
2026
Q1 		$88.9K Buy
294
+10
+4% +$3.35K 0.02% 144
2025
Q4 		$105K Hold
284
– – 0.03% 123
2025
Q3 		$94.3K Hold
284
– – 0.03% 129
2025
Q2 		$90.6K Sell
284
-22
-7% -$6.19K 0.03% 126
2025
Q1 		$82.3K Sell
306
-2
-0.6% -$591 0.03% 126
2024
Q4 		$91.4K Sell
308
-3
-1% -$862 0.04% 115
2024
Q3 		$84.3K Sell
311
-11
-3% -$2.74K 0.03% 118
2024
Q2 		$74.6K Buy
322
+1
+0.3% +$232 0.03% 124
2024
Q1 		$73.1K Hold
321
– – 0.03% 124
2023
Q4 		$60.1K Buy
+321
New +$51.7K 0.03% 139

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

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

Private Wealth Management Group increased its American Express (AXP) stake by 68% in Q2 2026, buying an estimated $64K and bringing the position to 494 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #126.

Private Wealth Management Group first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Private Wealth Management Group held 494 shares of American Express worth $167K as of Q2 2026.
  • Private Wealth Management Group bought 200 American Express shares in Q2 2026, an estimated $64K.
  • American Express made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #126 holding.
  • Private Wealth Management Group first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.