Sterling Wealth Management’s American Express AXP Stock Holding History

Sterling 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	$1.74M	Hold	5,134	–	–	0.43%	34
2026 Q1	$1.55M	Sell	5,134 -1	-0%	-$335	0.43%	32
2025 Q4	$1.9M	Sell	5,135 -1	-0%	-$358	0.54%	31
2025 Q3	$1.71M	Hold	5,136	–	–	0.52%	32
2025 Q2	$1.64M	Buy	+5,136	New	+$1.45M	0.56%	32
2024 Q4	$1.52M	Hold	5,128	–	–	0.56%	31
2024 Q3	$1.39M	Hold	5,128	–	–	0.52%	33
2024 Q2	$1.19M	Hold	5,128	–	–	0.56%	32
2024 Q1	$1.17M	Hold	5,128	–	–	0.58%	29
2023 Q4	$961K	Buy	+5,128	New	+$825K	0.54%	27

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Sterling Wealth Management held its American Express (AXP) position steady in Q2 2026 at 5,134 shares worth $1.74M. The position accounts for 0.43% of the portfolio, ranked #34.

Sterling Wealth Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sterling Wealth Management held 5,134 shares of American Express worth $1.74M as of Q2 2026.
Sterling Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.43% of Sterling Wealth Management's portfolio in Q2 2026, its #34 holding.
Sterling Wealth Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's American Express position peaked at $1.9M in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.