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Prosperity Consulting Group’s American Express AXP Stock Holding History

Prosperity Consulting 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 		$3.3M Buy
9,770
+593
+6% +$190K 0.13% 123
2026
Q1 		$2.78M Buy
9,177
+22
+0.2% +$7.38K 0.12% 126
2025
Q4 		$3.39M Buy
9,155
+88
+1% +$31.5K 0.15% 105
2025
Q3 		$3.01M Buy
9,067
+586
+7% +$186K 0.15% 117
2025
Q2 		$2.71M Buy
8,481
+94
+1% +$26.5K 0.2% 114
2025
Q1 		$2.26M Buy
8,387
+9
+0.1% +$2.66K 0.17% 133
2024
Q4 		$2.49M Buy
8,378
+60
+0.7% +$17.2K 0.19% 122
2024
Q3 		$2.26M Sell
8,318
-2,084
-20% -$519K 0.18% 134
2024
Q2 		$2.41M Buy
10,402
+72
+0.7% +$16.7K 0.33% 78
2024
Q1 		$2.35M Buy
10,330
+5,979
+137% +$1.24M 0.29% 95
2023
Q4 		$815K Buy
4,351
+134
+3% +$21.6K 0.27% 73
2023
Q3 		$629K Buy
+4,217
New +$690K 0.29% 77

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

Prosperity Consulting Group's AXP Position: Q2 2026 in Review

Prosperity Consulting Group increased its American Express (AXP) stake by 6.5% in Q2 2026, buying an estimated $190K and bringing the position to 9,770 shares worth $3.3M. The position accounts for 0.13% of the portfolio, ranked #123.

Prosperity Consulting Group first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.39M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Prosperity Consulting Group held 9,770 shares of American Express worth $3.3M as of Q2 2026.
  • Prosperity Consulting Group bought 593 American Express shares in Q2 2026, an estimated $190K.
  • American Express made up 0.13% of Prosperity Consulting Group's portfolio in Q2 2026, its #123 holding.
  • Prosperity Consulting Group first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • Prosperity Consulting Group's American Express position peaked at $3.39M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.