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Sagespring Wealth Partners’s American Express AXP Stock Holding History

Sagespring 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
2026
Q2 		$7.63M Buy
22,554
+33
+0.1% +$10.6K 0.12% 102
2026
Q1 		$6.81M Buy
22,521
+165
+0.7% +$55.3K 0.12% 96
2025
Q4 		$8.27M Buy
22,356
+1,745
+8% +$624K 0.15% 83
2025
Q3 		$6.85M Buy
20,611
+2,440
+13% +$776K 0.13% 85
2025
Q2 		$5.8M Buy
18,171
+1,906
+12% +$536K 0.12% 91
2025
Q1 		$4.38M Buy
16,265
+2,905
+22% +$859K 0.11% 102
2024
Q4 		$3.97M Buy
+13,360
New +$3.84M 0.1% 93

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

Sagespring Wealth Partners's AXP Position: Q2 2026 in Review

Sagespring Wealth Partners increased its American Express (AXP) stake by 0.15% in Q2 2026, buying an estimated $10.6K and bringing the position to 22,554 shares worth $7.63M. The position accounts for 0.12% of the portfolio, ranked #102.

Sagespring Wealth Partners first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.27M in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sagespring Wealth Partners held 22,554 shares of American Express worth $7.63M as of Q2 2026.
  • Sagespring Wealth Partners bought 33 American Express shares in Q2 2026, an estimated $10.6K.
  • American Express made up 0.12% of Sagespring Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Sagespring Wealth Partners first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's American Express position peaked at $8.27M in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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