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Savvy Advisors Inc’s American Express AXP Stock Holding History

Savvy Advisors Inc’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 		$3.1M Buy
9,178
+1,045
+13% +$335K 0.07% 233
2026
Q1 		$2.46M Buy
8,133
+731
+10% +$245K 0.07% 232
2025
Q4 		$2.74M Buy
7,402
+2,327
+46% +$833K 0.09% 178
2025
Q3 		$1.69M Buy
5,075
+829
+20% +$264K 0.08% 186
2025
Q2 		$1.35M Buy
4,246
+989
+30% +$278K 0.09% 163
2025
Q1 		$876K Buy
3,257
+899
+38% +$266K 0.09% 189
2024
Q4 		$700K Buy
2,358
+493
+26% +$142K 0.08% 196
2024
Q3 		$506K Buy
1,865
+514
+38% +$128K 0.1% 180
2024
Q2 		$313K Buy
1,351
+335
+33% +$77.6K 0.1% 204
2024
Q1 		$231K Buy
+1,016
New +$211K 0.13% 194

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

Savvy Advisors Inc's AXP Position: Q2 2026 in Review

Savvy Advisors Inc increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $335K and bringing the position to 9,178 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #233.

Savvy Advisors Inc first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Savvy Advisors Inc held 9,178 shares of American Express worth $3.1M as of Q2 2026.
  • Savvy Advisors Inc bought 1,045 American Express shares in Q2 2026, an estimated $335K.
  • American Express made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #233 holding.
  • Savvy Advisors Inc first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.