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Steward Partners Investment Advisory’s American Express AXP Stock Holding History

Steward Partners Investment Advisory’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 		$34.4M Sell
101,626
-7,154
-7% -$2.29M 0.18% 112
2026
Q1 		$32.9M Buy
108,780
+16,302
+18% +$5.47M 0.17% 113
2025
Q4 		$34.2M Buy
92,478
+1,973
+2% +$706K 0.19% 105
2025
Q3 		$30.1M Buy
90,505
+13,565
+18% +$4.31M 0.17% 109
2025
Q2 		$24.5M Buy
76,940
+3,784
+5% +$1.07M 0.19% 106
2025
Q1 		$19.7M Buy
73,156
+1,789
+3% +$529K 0.17% 120
2024
Q4 		$21.2M Sell
71,367
-57,844
-45% -$16.6M 0.19% 108
2024
Q3 		$35M Buy
129,211
+27,816
+27% +$6.93M 0.32% 60
2024
Q2 		$23.5M Buy
101,395
+4,601
+5% +$1.07M 0.25% 87
2024
Q1 		$22M Sell
96,794
-4,003
-4% -$830K 0.24% 85
2023
Q4 		$18.9M Buy
100,797
+2,206
+2% +$355K 0.26% 80
2023
Q3 		$14.7M Sell
98,591
-6,861
-7% -$1.12M 0.23% 99
2023
Q2 		$18.4M Buy
105,452
+150
+0.1% +$24.2K 0.28% 79
2023
Q1 		$17.4M Buy
105,302
+2,116
+2% +$351K 0.28% 82
2022
Q4 		$15.2M Buy
103,186
+3,518
+4% +$521K 0.26% 94
2022
Q3 		$13.4M Sell
99,668
-2,028
-2% -$307K 0.25% 91
2022
Q2 		$14.1M Buy
101,696
+1,901
+2% +$314K 0.26% 91
2022
Q1 		$18.7M Buy
99,795
+11,869
+13% +$2.14M 0.29% 76
2021
Q4 		$14.4M Sell
87,926
-715
-0.8% -$122K 0.22% 105
2021
Q3 		$14.8M Sell
88,641
-1,726
-2% -$289K 0.26% 86
2021
Q2 		$14.9M Sell
90,367
-5,773
-6% -$904K 0.25% 88
2021
Q1 		$13.6M Sell
96,140
-3,033
-3% -$401K 0.24% 97
2020
Q4 		$12M Sell
99,173
-2,379
-2% -$263K 0.26% 98
2020
Q3 		$10.2M Buy
101,552
+11,344
+13% +$1.12M 0.26% 102
2020
Q2 		$8.59M Buy
90,208
+12,932
+17% +$1.19M 0.24% 109
2020
Q1 		$6.62M Buy
77,276
+3,198
+4% +$372K 0.24% 106
2019
Q4 		$9.22M Buy
74,078
+369
+0.5% +$44.1K 0.27% 89
2019
Q3 		$8.72M Buy
73,709
+1,133
+2% +$139K 0.29% 80
2019
Q2 		$8.96M Sell
72,576
-510
-0.7% -$59.9K 0.33% 70
2019
Q1 		$7.99M Sell
73,086
-1,218
-2% -$128K 0.34% 72
2018
Q4 		$7.08M Buy
74,304
+2,144
+3% +$224K 0.34% 76
2018
Q3 		$7.68M Buy
72,160
+2,890
+4% +$301K 0.37% 64
2018
Q2 		$6.79M Buy
69,270
+1,131
+2% +$111K 0.41% 52
2018
Q1 		$6.36M Buy
68,139
+25,160
+59% +$2.44M 0.44% 43
2017
Q4 		$4.27M Buy
42,979
+19
+0% +$1.81K 0.33% 78
2017
Q3 		$3.89M Buy
42,960
+115
+0.3% +$9.88K 0.4% 64
2017
Q2 		$3.61M Sell
42,845
-7,712
-15% -$610K 0.41% 66
2017
Q1 		$4M Buy
50,557
+45,099
+826% +$3.53M 0.61% 46
2016
Q4 		$404K Buy
+5,458
New +$378K 0.18% 121

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

Steward Partners Investment Advisory's AXP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its American Express (AXP) stake by 6.6% in Q2 2026, selling an estimated $2.29M and leaving 101,626 shares worth $34.4M. The position accounts for 0.18% of the portfolio, ranked #112.

Steward Partners Investment Advisory first reported a position in AXP in Q4 2016 and has held it in 39 quarters since. The position peaked at $35M in Q3 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Steward Partners Investment Advisory held 101,626 shares of American Express worth $34.4M as of Q2 2026.
  • Steward Partners Investment Advisory sold 7,154 American Express shares in Q2 2026, an estimated $2.29M.
  • American Express made up 0.18% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #112 holding.
  • Steward Partners Investment Advisory first reported a position in American Express in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's American Express position peaked at $35M in Q3 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.