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SMART Wealth’s American Express AXP Stock Holding History

SMART 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 		$299K Sell
885
-163
-16% -$52.2K 0.06% 188
2026
Q1 		$317K Buy
1,048
+188
+22% +$63K 0.09% 158
2025
Q4 		$318K Buy
860
+80
+10% +$28.6K 0.1% 143
2025
Q3 		$259K Buy
780
+140
+22% +$44.5K 0.1% 122
2025
Q2 		$204K Sell
640
-3,385
-84% -$953K 0.06% 164
2025
Q1 		$1.08M Buy
+4,025
New +$1.19M 0.39% 69

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

SMART Wealth's AXP Position: Q2 2026 in Review

SMART Wealth reduced its American Express (AXP) stake by 16% in Q2 2026, selling an estimated $52.2K and leaving 885 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #188.

SMART Wealth first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SMART Wealth held 885 shares of American Express worth $299K as of Q2 2026.
  • SMART Wealth sold 163 American Express shares in Q2 2026, an estimated $52.2K.
  • American Express made up 0.06% of SMART Wealth's portfolio in Q2 2026, its #188 holding.
  • SMART Wealth first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • SMART Wealth's American Express position peaked at $1.08M in Q1 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.