SWM
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Sendero Wealth Management’s American Express AXP Stock Holding History

Sendero 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 		$904K Buy
2,672
+4
+0.1% +$1.28K 0.09% 133
2026
Q1 		$807K Sell
2,668
-40
-1% -$13.4K 0.09% 125
2025
Q4 		$1M Buy
2,708
+28
+1% +$10K 0.11% 105
2025
Q3 		$890K Sell
2,680
-641
-19% -$204K 0.1% 110
2025
Q2 		$1.06M Buy
3,321
+21
+0.6% +$5.91K 0.13% 95
2025
Q1 		$888K Sell
3,300
-195
-6% -$57.6K 0.12% 98
2024
Q4 		$1.04M Buy
3,495
+33
+1% +$9.48K 0.15% 82
2024
Q3 		$939K Hold
3,462
– – 0.15% 82
2024
Q2 		$802K Sell
3,462
-13,286
-79% -$3.08M 0.13% 88
2024
Q1 		$3.81M Sell
16,748
-3,332
-17% -$691K 0.66% 30
2023
Q4 		$3.76M Buy
20,080
+17,266
+614% +$2.78M 0.71% 30
2023
Q3 		$420K Hold
2,814
– – 0.09% 120
2023
Q2 		$490K Buy
+2,814
New +$454K 0.11% 111

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

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

Sendero Wealth Management increased its American Express (AXP) stake by 0.15% in Q2 2026, buying an estimated $1.28K and bringing the position to 2,672 shares worth $904K. The position accounts for 0.09% of the portfolio, ranked #133.

Sendero Wealth Management first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.81M in Q1 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sendero Wealth Management held 2,672 shares of American Express worth $904K as of Q2 2026.
  • Sendero Wealth Management bought 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.09% of Sendero Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Sendero Wealth Management first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • Sendero Wealth Management's American Express position peaked at $3.81M in Q1 2024.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.