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SteelPeak Wealth’s American Express AXP Stock Holding History

SteelPeak 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 		$698K Sell
2,064
-1,166
-36% -$373K 0.02% 374
2026
Q1 		$977K Buy
3,230
+321
+11% +$108K 0.03% 288
2025
Q4 		$1.08M Sell
2,909
-19,306
-87% -$6.91M 0.04% 264
2025
Q3 		$7.38M Buy
22,215
+19,153
+626% +$6.09M 0.25% 86
2025
Q2 		$977K Sell
3,062
-578
-16% -$163K 0.04% 261
2025
Q1 		$979K Buy
3,640
+15
+0.4% +$4.43K 0.04% 254
2024
Q4 		$1.08M Buy
3,625
+692
+24% +$199K 0.04% 235
2024
Q3 		$795K Sell
2,933
-20,744
-88% -$5.17M 0.03% 260
2024
Q2 		$5.48M Sell
23,677
-216
-0.9% -$50K 0.25% 81
2024
Q1 		$5.44M Buy
23,893
+20,820
+678% +$4.32M 0.27% 74
2023
Q4 		$576K Sell
3,073
-280
-8% -$45.1K 0.03% 265
2023
Q3 		$500K Sell
3,353
-1,506
-31% -$246K 0.03% 259
2023
Q2 		$846K Buy
4,859
+260
+6% +$42K 0.05% 195
2023
Q1 		$759K Sell
4,599
-147
-3% -$24.4K 0.05% 187
2022
Q4 		$701K Sell
4,746
-2,851
-38% -$422K 0.05% 203
2022
Q3 		$1.02M Buy
7,597
+1,714
+29% +$259K 0.08% 166
2022
Q2 		$819K Buy
5,883
+2,241
+62% +$370K 0.06% 189
2022
Q1 		$681K Sell
3,642
-9,092
-71% -$1.64M 0.04% 236
2021
Q4 		$2.08M Sell
12,734
-8,859
-41% -$1.51M 0.12% 119
2021
Q3 		$3.62M Buy
21,593
+16,971
+367% +$2.84M 0.24% 80
2021
Q2 		$764K Sell
4,622
-1,120
-20% -$175K 0.05% 203
2021
Q1 		$812K Buy
5,742
+247
+4% +$32.6K 0.06% 181
2020
Q4 		$664K Buy
5,495
+1,691
+44% +$187K 0.06% 182
2020
Q3 		$381K Sell
3,804
-2,384
-39% -$235K 0.04% 191
2020
Q2 		$589K Sell
6,188
-213
-3% -$19.6K 0.07% 155
2020
Q1 		$548K Sell
6,401
-169
-3% -$19.7K 0.09% 147
2019
Q4 		$818K Buy
+6,570
New +$785K 0.11% 151

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

SteelPeak Wealth's AXP Position: Q2 2026 in Review

SteelPeak Wealth reduced its American Express (AXP) stake by 36% in Q2 2026, selling an estimated $373K and leaving 2,064 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #374.

SteelPeak Wealth first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.38M in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SteelPeak Wealth held 2,064 shares of American Express worth $698K as of Q2 2026.
  • SteelPeak Wealth sold 1,166 American Express shares in Q2 2026, an estimated $373K.
  • American Express made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #374 holding.
  • SteelPeak Wealth first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's American Express position peaked at $7.38M in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.