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Soltis Investment Advisors’s American Express AXP Stock Holding History

Soltis Investment 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 		$1.36M Sell
4,008
-254
-6% -$81.3K 0.08% 204
2026
Q1 		$1.29M Buy
4,262
+322
+8% +$108K 0.08% 188
2025
Q4 		$1.46M Buy
3,940
+234
+6% +$83.7K 0.1% 175
2025
Q3 		$1.23M Buy
3,706
+45
+1% +$14.3K 0.09% 182
2025
Q2 		$1.17M Buy
3,661
+1,458
+66% +$410K 0.09% 163
2025
Q1 		$593K Buy
2,203
+25
+1% +$7.39K 0.05% 219
2024
Q4 		$646K Sell
2,178
-148
-6% -$42.5K 0.06% 212
2024
Q3 		$631K Buy
2,326
+421
+22% +$105K 0.06% 206
2024
Q2 		$441K Buy
1,905
+179
+10% +$41.5K 0.05% 220
2024
Q1 		$393K Buy
1,726
+4
+0.2% +$829 0.04% 225
2023
Q4 		$323K Buy
1,722
+67
+4% +$10.8K 0.04% 233
2023
Q3 		$247K Sell
1,655
-805
-33% -$132K 0.03% 238
2023
Q2 		$428K Buy
2,460
+1,085
+79% +$175K 0.05% 183
2023
Q1 		$227K Buy
+1,375
New +$228K 0.03% 236
2022
Q2 		– Sell
-1,214
Closed -$227K – 240
2022
Q1 		$227K Buy
+1,214
New +$219K 0.03% 229
2021
Q4 		– Sell
-1,208
Closed -$202K – 267
2021
Q3 		$202K Buy
+1,208
New +$202K 0.03% 230

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's AXP Position: Q2 2026 in Review

Soltis Investment Advisors reduced its American Express (AXP) stake by 6% in Q2 2026, selling an estimated $81.3K and leaving 4,008 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #204.

Soltis Investment Advisors first reported a position in AXP in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.46M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Soltis Investment Advisors held 4,008 shares of American Express worth $1.36M as of Q2 2026.
  • Soltis Investment Advisors sold 254 American Express shares in Q2 2026, an estimated $81.3K.
  • American Express made up 0.08% of Soltis Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Soltis Investment Advisors first reported a position in American Express in Q3 2021 and has held it in 16 quarters since.
  • Soltis Investment Advisors's American Express position peaked at $1.46M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.