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	–	Sell	-100	Closed	-$30.2K	–	1269
2026 Q1	$30.2K	Hold	100	–	–	﹤0.01%	1131
2025 Q4	$215	Buy	+100	New	+$35.8K	﹤0.01%	1020

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

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.