Scissortail Wealth Management’s American Express AXP Stock Holding History

Scissortail Wealth Management’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	-3,017	Closed	-$913K	–	109
2026 Q1	$913K	Hold	3,017	–	–	0.18%	72
2025 Q4	$1.12M	Hold	3,017	–	–	0.25%	65
2025 Q3	$1M	Hold	3,017	–	–	0.22%	68
2025 Q2	$962K	Sell	3,017 -20	-0.7%	-$5.63K	0.23%	67
2025 Q1	$817K	Buy	3,037 +20	+0.7%	+$5.91K	0.21%	71
2024 Q4	$895K	Buy	3,017 +3,014	+100,467%	+$866K	0.23%	73
2024 Q3	$818K	Sell	3 -2,997	-100%	-$746K	0.2%	72
2024 Q2	$695K	Hold	3,000	–	–	0.18%	75
2024 Q1	$683K	Sell	3,000 -1,539	-34%	-$319K	0.18%	74
2023 Q4	$912K	Buy	4,539 +1,539	+51%	+$248K	0.29%	68
2023 Q3	$425K	Hold	3,000	–	–	0.33%	40
2023 Q2	$531K	Sell	3,000 -34	-1%	-$5.49K	0.44%	34
2023 Q1	$500K	Buy	+3,034	New	+$503K	0.45%	36
2022 Q4	–	Sell	-3,000	Closed	-$431K	–	124
2022 Q3	$431K	Hold	3,000	–	–	0.22%	61
2022 Q2	$491K	Hold	3,000	–	–	0.19%	59
2022 Q1	$493K	Hold	3,000	–	–	0.24%	62
2021 Q4	$491K	Buy	+3,000	New	+$512K	0.19%	59

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 $3.38T AUM 44.17% 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

Scissortail Wealth Management's AXP Position: Q2 2026 in Review

Scissortail Wealth Management sold out of American Express (AXP) in Q2 2026, closing a stake of 3,017 shares — an estimated $913K sold.

Scissortail Wealth Management first reported a position in AXP in Q4 2021 and held it in 17 quarters. The position peaked at $1.12M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Scissortail Wealth Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Scissortail Wealth Management sold 3,017 American Express shares in Q2 2026, an estimated $913K.
Scissortail Wealth Management first reported a position in American Express in Q4 2021 and held it in 17 quarters.
Scissortail Wealth Management's American Express position peaked at $1.12M in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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