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Spahn Wealth & Retirement’s American Express AXP Stock Holding History

Spahn Wealth & Retirement’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 		$503K Hold
1,488
– – 0.32% 29
2026
Q1 		$450K Hold
1,488
– – 0.57% 21
2025
Q4 		$550K Sell
1,488
-12
-0.8% -$4.29K 0.34% 31
2025
Q3 		$498K Buy
1,500
+705
+89% +$224K 0.3% 31
2025
Q2 		$424K Sell
795
-705
-47% -$198K 0.27% 31
2025
Q1 		$404K Hold
1,500
– – 0.3% 28
2024
Q4 		$445K Buy
+1,500
New +$431K 0.29% 26

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

Spahn Wealth & Retirement's AXP Position: Q2 2026 in Review

Spahn Wealth & Retirement held its American Express (AXP) position steady in Q2 2026 at 1,488 shares worth $503K. The position accounts for 0.32% of the portfolio, ranked #29.

Spahn Wealth & Retirement first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Spahn Wealth & Retirement held 1,488 shares of American Express worth $503K as of Q2 2026.
  • Spahn Wealth & Retirement left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.32% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #29 holding.
  • Spahn Wealth & Retirement first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's American Express position peaked at $550K in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.