SWA
AXP icon

Strata Wealth Advisors’s American Express AXP Stock Holding History

Strata Wealth Advisors’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 		$4.35M Buy
12,861
+60
+0.5% +$19.2K 1.06% 19
2026
Q1 		$3.87M Sell
12,801
-43
-0.3% -$14.4K 1.06% 20
2025
Q4 		$4.75M Buy
12,844
+1
+0% +$358 1.32% 15
2025
Q3 		$4.27M Sell
12,843
-12
-0.1% -$3.82K 1.13% 20
2025
Q2 		$4.1M Sell
12,855
-12
-0.1% -$3.38K 1.13% 16
2025
Q1 		$3.46M Sell
12,867
-2,311
-15% -$683K 1.08% 16
2024
Q4 		$4.5M Buy
15,178
+45
+0.3% +$12.9K 1.41% 12
2024
Q3 		$4.1M Sell
15,133
-203
-1% -$50.5K 1.32% 13
2024
Q2 		$3.55M Sell
15,336
-76
-0.5% -$17.6K 1.22% 14
2024
Q1 		$3.51M Sell
15,412
-2,067
-12% -$429K 1.23% 12
2023
Q4 		$3.27M Buy
+17,479
New +$2.81M 1.29% 10

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

Strata Wealth Advisors's AXP Position: Q2 2026 in Review

Strata Wealth Advisors increased its American Express (AXP) stake by 0.47% in Q2 2026, buying an estimated $19.2K and bringing the position to 12,861 shares worth $4.35M. The position accounts for 1.06% of the portfolio, ranked #19.

Strata Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Strata Wealth Advisors held 12,861 shares of American Express worth $4.35M as of Q2 2026.
  • Strata Wealth Advisors bought 60 American Express shares in Q2 2026, an estimated $19.2K.
  • American Express made up 1.06% of Strata Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Strata Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Strata Wealth Advisors's American Express position peaked at $4.75M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.