PUREfi Wealth’s American Express AXP Stock Holding History

PUREfi Wealth’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	$230K	Buy	+679	New	+$217K	0.13%	192
2026 Q1	–	Sell	-587	Closed	-$217K	–	190
2025 Q4	$217K	Buy	+587	New	+$210K	0.17%	151

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

PUREfi Wealth's AXP Position: Q2 2026 in Review

PUREfi Wealth opened a new position in American Express (AXP) in Q2 2026: 679 shares worth $230K. The stake represents 0.13% of the portfolio and ranks #192 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in AXP as recently as Q4 2025.

PUREfi Wealth first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

PUREfi Wealth held 679 shares of American Express worth $230K as of Q2 2026.
American Express was a new PUREfi Wealth position in Q2 2026.
American Express made up 0.13% of PUREfi Wealth's portfolio in Q2 2026, its #192 holding.
PUREfi Wealth first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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