Schneider Downs Wealth Management Advisors’s American Express AXP Stock Holding History

Schneider Downs Wealth Management Advisors’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	$289K	Buy	853 +3	+0.4%	+$961	0.03%	139
2026 Q1	$257K	Sell	850 -59	-6%	-$19.8K	0.03%	135
2025 Q4	$336K	Buy	+909	New	+$325K	0.04%	117
2022 Q4	–	Sell	-1,921	Closed	-$259K	–	118
2022 Q3	$259K	Buy	1,921 +19	+1%	+$2.88K	0.08%	102
2022 Q2	$264K	Sell	1,902 -704	-27%	-$116K	0.07%	106
2022 Q1	$487K	Buy	2,606 +255	+11%	+$46.1K	0.12%	78
2021 Q4	$385K	Hold	2,351	–	–	0.09%	96
2021 Q3	$394K	Buy	2,351 +25	+1%	+$4.18K	0.1%	87
2021 Q2	$384K	Buy	2,326 +423	+22%	+$66.3K	0.1%	84
2021 Q1	$269K	Buy	+1,903	New	+$251K	0.07%	105

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

Schneider Downs Wealth Management Advisors's AXP Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its American Express (AXP) stake by 0.35% in Q2 2026, buying an estimated $961 and bringing the position to 853 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #139.

Schneider Downs Wealth Management Advisors first reported a position in AXP in Q1 2021 and has held it in 10 quarters since. The position peaked at $487K in Q1 2022. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Schneider Downs Wealth Management Advisors held 853 shares of American Express worth $289K as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #139 holding.
Schneider Downs Wealth Management Advisors first reported a position in American Express in Q1 2021 and has held it in 10 quarters since.
Schneider Downs Wealth Management Advisors's American Express position peaked at $487K in Q1 2022.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.