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Stone Summit Wealth’s American Express AXP Stock Holding History

Stone Summit 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 		$4.53M Sell
13,401
-235
-2% -$75.2K 1.15% 28
2026
Q1 		$4.12M Sell
13,636
-616
-4% -$207K 1.15% 29
2025
Q4 		$5.27M Sell
14,252
-556
-4% -$199K 1.43% 18
2025
Q3 		$4.92M Sell
14,808
-1,003
-6% -$319K 1.4% 20
2025
Q2 		$5.04M Buy
15,811
+157
+1% +$44.2K 1.56% 14
2025
Q1 		$4.21M Sell
15,654
-410
-3% -$121K 1.43% 19
2024
Q4 		$4.77M Sell
16,064
-891
-5% -$256K 1.6% 14
2024
Q3 		$4.6M Sell
16,955
-487
-3% -$121K 1.48% 17
2024
Q2 		$4.04M Sell
17,442
-295
-2% -$68.3K 1.45% 19
2024
Q1 		$4.04M Sell
17,737
-1,304
-7% -$270K 1.4% 17
2023
Q4 		$3.57M Sell
19,041
-1,015
-5% -$163K 1.37% 18
2023
Q3 		$2.99M Sell
20,056
-351
-2% -$57.4K 1.28% 20
2023
Q2 		$3.55M Buy
20,407
+520
+3% +$83.9K 1.47% 14
2023
Q1 		$3.28M Sell
19,887
-733
-4% -$122K 1.46% 16
2022
Q4 		$3.05M Buy
20,620
+714
+4% +$106K 1.49% 14
2022
Q3 		$2.69M Buy
19,906
+882
+5% +$134K 1.65% 15
2022
Q2 		$2.64M Buy
19,024
+1,785
+10% +$295K 1.57% 15
2022
Q1 		$3.22M Buy
17,239
+3,349
+24% +$605K 1.81% 13
2021
Q4 		$2.27M Buy
+13,890
New +$2.37M 1.84% 15

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

Stone Summit Wealth's AXP Position: Q2 2026 in Review

Stone Summit Wealth reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $75.2K and leaving 13,401 shares worth $4.53M. The position accounts for 1.15% of the portfolio, ranked #28.

Stone Summit Wealth first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.27M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Stone Summit Wealth held 13,401 shares of American Express worth $4.53M as of Q2 2026.
  • Stone Summit Wealth sold 235 American Express shares in Q2 2026, an estimated $75.2K.
  • American Express made up 1.15% of Stone Summit Wealth's portfolio in Q2 2026, its #28 holding.
  • Stone Summit Wealth first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's American Express position peaked at $5.27M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.