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SageView Advisory Group’s American Express AXP Stock Holding History

SageView Advisory 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 		$1.52M Sell
4,488
-60
-1% -$19.2K 0.05% 191
2026
Q1 		$1.38M Sell
4,548
-66
-1% -$22.1K 0.05% 194
2025
Q4 		$1.71M Sell
4,614
-2,516
-35% -$900K 0.06% 178
2025
Q3 		$2.37M Buy
7,130
+4
+0.1% +$1.27K 0.08% 140
2025
Q2 		$2.21M Sell
7,126
-520
-7% -$146K 0.08% 126
2025
Q1 		$2.06M Sell
7,646
-950
-11% -$281K 0.09% 126
2024
Q4 		$2.55M Buy
8,596
+218
+3% +$62.6K 0.11% 104
2024
Q3 		$2.27M Sell
8,378
-2,584
-24% -$643K 0.12% 103
2024
Q2 		$2.54M Buy
10,962
+2,299
+27% +$532K 0.12% 107
2024
Q1 		$1.97M Sell
8,663
-2,261
-21% -$469K 0.1% 112
2023
Q4 		$2.23M Buy
10,924
+5,997
+122% +$965K 0.1% 125
2023
Q3 		$735K Sell
4,927
-1,508
-23% -$247K 0.04% 258
2023
Q2 		$1.12M Sell
6,435
-1,176
-15% -$190K 0.06% 203
2023
Q1 		$1.26M Buy
7,611
+1,434
+23% +$238K 0.08% 173
2022
Q4 		$913K Buy
+6,177
New +$915K 0.07% 167

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

SageView Advisory Group's AXP Position: Q2 2026 in Review

SageView Advisory Group reduced its American Express (AXP) stake by 1.3% in Q2 2026, selling an estimated $19.2K and leaving 4,488 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #191.

SageView Advisory Group first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q4 2024. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SageView Advisory Group held 4,488 shares of American Express worth $1.52M as of Q2 2026.
  • SageView Advisory Group sold 60 American Express shares in Q2 2026, an estimated $19.2K.
  • American Express made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #191 holding.
  • SageView Advisory Group first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's American Express position peaked at $2.55M in Q4 2024.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.