SWM
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Spire Wealth Management’s American Express AXP Stock Holding History

Spire Wealth Management’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 		$1.79M Sell
5,286
-300
-5% -$96.1K 0.05% 292
2026
Q1 		$1.69M Sell
5,586
-13,875
-71% -$4.65M 0.06% 291
2025
Q4 		$7.2M Buy
19,461
+13,445
+223% +$4.81M 0.24% 86
2025
Q3 		$2M Sell
6,016
-96
-2% -$30.5K 0.07% 235
2025
Q2 		$1.95M Sell
6,112
-1,703
-22% -$479K 0.07% 235
2025
Q1 		$2.1M Buy
7,815
+4,254
+119% +$1.26M 0.07% 257
2024
Q4 		$1.06M Buy
3,561
+241
+7% +$69.2K 0.03% 377
2024
Q3 		$900K Sell
3,320
-473
-12% -$118K 0.03% 394
2024
Q2 		$878K Sell
3,793
-522
-12% -$121K 0.03% 366
2024
Q1 		$983K Buy
4,315
+42
+1% +$8.71K 0.02% 380
2023
Q4 		$783K Buy
4,273
+209
+5% +$33.6K 0.03% 417
2023
Q3 		$606K Sell
4,064
-184
-4% -$30.1K 0.02% 439
2023
Q2 		$740K Buy
4,248
+195
+5% +$31.5K 0.03% 405
2023
Q1 		$669K Buy
4,053
+1,605
+66% +$266K 0.03% 425
2022
Q4 		$362K Buy
2,448
+770
+46% +$114K 0.02% 424
2022
Q3 		$226K Sell
1,678
-3,126
-65% -$473K 0.01% 496
2022
Q2 		$666K Sell
4,804
-6,869
-59% -$1.13M 0.03% 407
2022
Q1 		$2.18M Buy
11,673
+2,583
+28% +$466K 0.06% 252
2021
Q4 		$1.49M Buy
9,090
+4,755
+110% +$811K 0.03% 363
2021
Q3 		$726K Buy
4,335
+120
+3% +$20.1K 0.02% 487
2021
Q2 		$697K Sell
4,215
-3,674
-47% -$575K 0.02% 519
2021
Q1 		$1.13M Buy
+7,889
New +$1.04M 0.03% 406

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

Spire Wealth Management's AXP Position: Q2 2026 in Review

Spire Wealth Management reduced its American Express (AXP) stake by 5.4% in Q2 2026, selling an estimated $96.1K and leaving 5,286 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #292.

Spire Wealth Management first reported a position in AXP in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.2M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Spire Wealth Management held 5,286 shares of American Express worth $1.79M as of Q2 2026.
  • Spire Wealth Management sold 300 American Express shares in Q2 2026, an estimated $96.1K.
  • American Express made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Spire Wealth Management first reported a position in American Express in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's American Express position peaked at $7.2M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.