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Sheets Smith Wealth Management’s American Express AXP Stock Holding History

Sheets Smith 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 		$312K Buy
924
+1
+0.1% +$320 0.03% 348
2026
Q1 		$279K Buy
923
+14
+2% +$4.69K 0.03% 354
2025
Q4 		$336K Sell
909
-13
-1% -$4.65K 0.04% 331
2025
Q3 		$306K Buy
922
+50
+6% +$15.9K 0.03% 340
2025
Q2 		$278K Buy
872
+24
+3% +$6.75K 0.03% 354
2025
Q1 		$228K Hold
848
– – 0.03% 334
2024
Q4 		$252K Buy
848
+2
+0.2% +$575 0.03% 339
2024
Q3 		$230K Buy
+846
New +$211K 0.03% 348
2023
Q2 		– Sell
-2,714
Closed -$448K – 330
2023
Q1 		$448K Buy
+2,714
New +$450K 0.07% 212
2020
Q1 		– Sell
-4,974
Closed -$619K – 276
2019
Q4 		$619K Sell
4,974
-294
-6% -$35.1K 0.12% 172
2019
Q3 		$623K Sell
5,268
-10
-0.2% -$1.23K 0.13% 167
2019
Q2 		$651K Sell
5,278
-102
-2% -$12K 0.13% 164
2019
Q1 		$588K Sell
5,380
-26
-0.5% -$2.73K 0.13% 173
2018
Q4 		$515K Sell
5,406
-163
-3% -$17.1K 0.14% 157
2018
Q3 		$593K Sell
5,569
-269
-5% -$28K 0.12% 188
2018
Q2 		$572K Buy
5,838
+72
+1% +$7.08K 0.13% 172
2018
Q1 		$538K Sell
5,766
-764
-12% -$74K 0.13% 177
2017
Q4 		$649K Buy
6,530
+22
+0.3% +$2.1K 0.15% 165
2017
Q3 		$589K Buy
6,508
+23
+0.4% +$1.98K 0.15% 172
2017
Q2 		$546K Buy
6,485
+24
+0.4% +$1.9K 0.14% 167
2017
Q1 		$511K Buy
6,461
+167
+3% +$13.1K 0.14% 181
2016
Q4 		$466K Buy
6,294
+420
+7% +$29.1K 0.13% 194
2016
Q3 		$376K Buy
+5,874
New +$377K 0.11% 194

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

Sheets Smith Wealth Management's AXP Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its American Express (AXP) stake by 0.11% in Q2 2026, buying an estimated $320 and bringing the position to 924 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #348.

Sheets Smith Wealth Management first reported a position in AXP in Q3 2016 and has held it in 23 quarters since. The position peaked at $651K in Q2 2019. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sheets Smith Wealth Management held 924 shares of American Express worth $312K as of Q2 2026.
  • Sheets Smith Wealth Management bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Sheets Smith Wealth Management first reported a position in American Express in Q3 2016 and has held it in 23 quarters since.
  • Sheets Smith Wealth Management's American Express position peaked at $651K in Q2 2019.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.