Private Wealth Partners’s American Express AXP Stock Holding History

Private 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
2020 Q2	–	Sell	-2,600	Closed	-$21K	–	111
2020 Q1	$21K	Hold	2,600	–	–	﹤0.01%	117
2019 Q4	$1K	Buy	+2,600	New	+$311K	﹤0.01%	120
2019 Q3	–	Sell	-2,600	Closed	-$2K	–	125
2019 Q2	$2K	Buy	+2,600	New	+$305K	﹤0.01%	127

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 Partners's AXP Position: Q2 2026 in Review

Private Wealth Partners reduced its American Express (AXP) stake by 34% in Q2 2026, selling an estimated $1.04M and leaving 6,420 shares worth $2.17M. The position accounts for 0.15% of the portfolio, ranked #69.

Private Wealth Partners first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.05M in Q2 2014. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Private Wealth Partners held 6,420 shares of American Express worth $2.17M as of Q2 2026.
Private Wealth Partners sold 3,255 American Express shares in Q2 2026, an estimated $1.04M.
American Express made up 0.15% of Private Wealth Partners's portfolio in Q2 2026, its #69 holding.
Private Wealth Partners first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Private Wealth Partners's American Express position peaked at $5.05M in Q2 2014.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.