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SFMG Wealth Advisors’s American Express AXP Stock Holding History

SFMG Wealth 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 		$418K Sell
1,235
-8
-0.6% -$2.56K 0.03% 212
2026
Q1 		$376K Sell
1,243
-73
-6% -$24.5K 0.03% 224
2025
Q4 		$487K Buy
1,316
+45
+4% +$16.1K 0.03% 188
2025
Q3 		$422K Buy
1,271
+34
+3% +$10.8K 0.03% 195
2025
Q2 		$395K Buy
1,237
+1
+0.1% +$281 0.03% 182
2025
Q1 		$333K Buy
1,236
+14
+1% +$4.14K 0.03% 185
2024
Q4 		$363K Buy
+1,222
New +$351K 0.03% 179
2022
Q2 		– Sell
-1,613
Closed -$302K – 278
2022
Q1 		$302K Buy
1,613
+2
+0.1% +$361 0.03% 197
2021
Q4 		$264K Buy
1,611
+3
+0.2% +$512 0.03% 220
2021
Q3 		$269K Sell
1,608
-18
-1% -$3.01K 0.03% 207
2021
Q2 		$269K Buy
1,626
+23
+1% +$3.6K 0.03% 212
2021
Q1 		$227K Buy
+1,603
New +$212K 0.03% 215

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

SFMG Wealth Advisors's AXP Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its American Express (AXP) stake by 0.64% in Q2 2026, selling an estimated $2.56K and leaving 1,235 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #212.

SFMG Wealth Advisors first reported a position in AXP in Q1 2021 and has held it in 12 quarters since. The position peaked at $487K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SFMG Wealth Advisors held 1,235 shares of American Express worth $418K as of Q2 2026.
  • SFMG Wealth Advisors sold 8 American Express shares in Q2 2026, an estimated $2.56K.
  • American Express made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • SFMG Wealth Advisors first reported a position in American Express in Q1 2021 and has held it in 12 quarters since.
  • SFMG Wealth Advisors's American Express position peaked at $487K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.