SkyOak Wealth’s American Express AXP Stock Holding History

SkyOak Wealth’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	$255K	Hold	755	–	–	0.04%	204
2026 Q1	$228K	Hold	755	–	–	0.04%	226
2025 Q4	$279K	Hold	755	–	–	0.05%	193
2025 Q3	$251K	Hold	755	–	–	0.05%	213
2025 Q2	$241K	Hold	755	–	–	0.05%	212
2025 Q1	$203K	Hold	755	–	–	0.04%	229
2024 Q4	$224K	Hold	755	–	–	0.05%	223
2024 Q3	$205K	Buy	+755	New	+$188K	0.05%	223

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

SkyOak Wealth's AXP Position: Q2 2026 in Review

SkyOak Wealth held its American Express (AXP) position steady in Q2 2026 at 755 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #204.

SkyOak Wealth first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $279K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

SkyOak Wealth held 755 shares of American Express worth $255K as of Q2 2026.
SkyOak Wealth left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #204 holding.
SkyOak Wealth first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
SkyOak Wealth's American Express position peaked at $279K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.