Stockman Wealth Management’s American Express AXP Stock Holding History

Stockman 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	$16.4M	Buy	48,578 +1,042	+2%	+$334K	1.7%	19
2026 Q1	$14.4M	Buy	47,536 +3,829	+9%	+$1.28M	1.59%	24
2025 Q4	$16.2M	Buy	43,707 +584	+1%	+$209K	1.88%	17
2025 Q3	$14.3M	Buy	43,123 +1,864	+5%	+$593K	1.78%	18
2025 Q2	$13.2M	Buy	41,259 +39,989	+3,149%	+$11.3M	1.79%	17
2025 Q1	$342K	Sell	1,270 -13	-1%	-$3.84K	0.05%	127
2024 Q4	$381K	Buy	1,283 +13	+1%	+$3.73K	0.06%	122
2024 Q3	$344K	Sell	1,270 -6	-0.5%	-$1.49K	0.05%	134
2024 Q2	$295K	Hold	1,276	–	–	0.05%	140
2024 Q1	$291K	Buy	1,276 +6	+0.5%	+$1.24K	0.05%	140
2023 Q4	$238K	Buy	+1,270	New	+$204K	0.05%	154
2023 Q3	–	Sell	-1,550	Closed	-$270K	–	189
2023 Q2	$270K	Sell	1,550 -120	-7%	-$19.4K	0.06%	156
2023 Q1	$276K	Sell	1,670 -145	-8%	-$24.1K	0.06%	166
2022 Q4	$268K	Sell	1,815 -20	-1%	-$2.96K	0.06%	162
2022 Q3	$248K	Hold	1,835	–	–	0.07%	159
2022 Q2	$254K	Hold	1,835	–	–	0.06%	163
2022 Q1	$343K	Hold	1,835	–	–	0.07%	143
2021 Q4	$300K	Sell	1,835 -30	-2%	-$5.12K	0.06%	160
2021 Q3	$312K	Sell	1,865 -5	-0.3%	-$836	0.07%	153
2021 Q2	$309K	Sell	1,870 -45	-2%	-$7.05K	0.07%	150
2021 Q1	$271K	Sell	1,915 -1,130	-37%	-$149K	0.08%	150
2020 Q4	$368K	Sell	3,045 -250	-8%	-$27.7K	0.11%	118
2020 Q3	$330K	Sell	3,295 -42,129	-93%	-$4.14M	0.12%	109
2020 Q2	$4.32M	Buy	45,424 +2,944	+7%	+$271K	1.62%	21
2020 Q1	$3.64M	Buy	42,480 +2,555	+6%	+$297K	1.61%	21
2019 Q4	$4.97M	Sell	39,925 -35	-0.1%	-$4.18K	1.76%	17
2019 Q3	$4.73M	Buy	39,960 +1,695	+4%	+$208K	1.81%	17
2019 Q2	$4.72M	Sell	38,265 -1,471	-4%	-$173K	1.93%	16
2019 Q1	$4.34M	Sell	39,736 -542	-1%	-$57K	1.9%	16
2018 Q4	$3.84M	Sell	40,278 -901	-2%	-$94.3K	1.83%	18
2018 Q3	$4.38M	Sell	41,179 -609	-1%	-$63.3K	1.89%	18
2018 Q2	$4.09M	Buy	41,788 +71	+0.2%	+$6.98K	1.87%	19
2018 Q1	$3.89M	Sell	41,717 -739	-2%	-$71.6K	1.78%	20
2017 Q4	$4.22M	Sell	42,456 -1,826	-4%	-$174K	1.89%	15
2017 Q3	$4.01M	Buy	44,282 +33,674	+317%	+$2.89M	1.92%	17
2017 Q2	$894K	Sell	10,608 -30,796	-74%	-$2.44M	0.89%	46
2017 Q1	$3.27M	Buy	41,404 +2,557	+7%	+$200K	1.86%	19
2016 Q4	$2.88M	Buy	38,847 +3,687	+10%	+$255K	1.75%	18
2016 Q3	$2.25M	Buy	+35,160	New	+$2.26M	1.39%	28

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 $3.37T AUM 44.26% 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

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

Stockman Wealth Management increased its American Express (AXP) stake by 2.2% in Q2 2026, buying an estimated $334K and bringing the position to 48,578 shares worth $16.4M. The position accounts for 1.7% of the portfolio, ranked #19.

Stockman Wealth Management first reported a position in AXP in Q3 2016 and has held it in 39 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Stockman Wealth Management held 48,578 shares of American Express worth $16.4M as of Q2 2026.
Stockman Wealth Management bought 1,042 American Express shares in Q2 2026, an estimated $334K.
American Express made up 1.7% of Stockman Wealth Management's portfolio in Q2 2026, its #19 holding.
Stockman Wealth Management first reported a position in American Express in Q3 2016 and has held it in 39 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.