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Sound View Wealth Advisors Group’s American Express AXP Stock Holding History

Sound View Wealth Advisors Group’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 		$4.08M Sell
12,061
-988
-8% -$316K 0.25% 92
2026
Q1 		$3.95M Sell
13,049
-101
-0.8% -$33.9K 0.27% 86
2025
Q4 		$4.86M Buy
13,150
+137
+1% +$49K 0.33% 72
2025
Q3 		$4.32M Sell
13,013
-144
-1% -$45.8K 0.3% 80
2025
Q2 		$4.2M Buy
13,157
+1,923
+17% +$541K 0.31% 76
2025
Q1 		$3.02M Sell
11,234
-508
-4% -$150K 0.25% 92
2024
Q4 		$3.48M Sell
11,742
-4,063
-26% -$1.17M 0.28% 79
2024
Q3 		$4.29M Buy
15,805
+3,110
+24% +$774K 0.35% 64
2024
Q2 		$2.94M Sell
12,695
-70
-0.5% -$16.2K 0.3% 73
2024
Q1 		$2.91M Sell
12,765
-1,942
-13% -$403K 0.31% 75
2023
Q4 		$2.76M Buy
14,707
+1,633
+12% +$263K 0.3% 83
2023
Q3 		$1.95M Buy
13,074
+2,254
+21% +$369K 0.24% 97
2023
Q2 		$1.88M Buy
10,820
+163
+2% +$26.3K 0.25% 91
2023
Q1 		$1.76M Sell
10,657
-4,050
-28% -$672K 0.24% 93
2022
Q4 		$2.76M Buy
14,707
+9,056
+160% +$1.34M 0.3% 83
2022
Q3 		$762K Buy
5,651
+1,602
+40% +$242K 0.17% 122
2022
Q2 		$561K Sell
4,049
-3
-0.1% -$496 0.12% 155
2022
Q1 		$758K Buy
4,052
+4
+0.1% +$722 0.14% 138
2021
Q4 		$662K Buy
4,048
+130
+3% +$22.2K 0.13% 149
2021
Q3 		$656K Sell
3,918
-233
-6% -$39K 0.14% 146
2021
Q2 		$686K Sell
4,151
-393
-9% -$61.6K 0.14% 141
2021
Q1 		$643K Sell
4,544
-194
-4% -$25.6K 0.15% 136
2020
Q4 		$573K Sell
4,738
-2,556
-35% -$283K 0.14% 138
2020
Q3 		$731K Buy
7,294
+1,245
+21% +$122K 0.19% 119
2020
Q2 		$576K Sell
6,049
-1,457
-19% -$134K 0.16% 122
2020
Q1 		$643K Buy
7,506
+517
+7% +$60.2K 0.22% 102
2019
Q4 		$870K Buy
6,989
+439
+7% +$52.5K 0.25% 100
2019
Q3 		$775K Buy
6,550
+640
+11% +$78.5K 0.23% 102
2019
Q2 		$730K Buy
+5,910
New +$694K 0.22% 114

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

Sound View Wealth Advisors Group's AXP Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its American Express (AXP) stake by 7.6% in Q2 2026, selling an estimated $316K and leaving 12,061 shares worth $4.08M. The position accounts for 0.25% of the portfolio, ranked #92.

Sound View Wealth Advisors Group first reported a position in AXP in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.86M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sound View Wealth Advisors Group held 12,061 shares of American Express worth $4.08M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 988 American Express shares in Q2 2026, an estimated $316K.
  • American Express made up 0.25% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #92 holding.
  • Sound View Wealth Advisors Group first reported a position in American Express in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's American Express position peaked at $4.86M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.