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Strategic Family Wealth Counselors’s American Express AXP Stock Holding History

Strategic Family Wealth Counselors’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 		$502K Sell
1,484
-180
-11% -$57.6K 0.12% 105
2026
Q1 		$503K Sell
1,664
-1,776
-52% -$595K 0.13% 97
2025
Q4 		$1.21M Buy
3,440
+1,926
+127% +$689K 0.27% 71
2025
Q3 		$503K Hold
1,514
– – 0.13% 97
2025
Q2 		$483K Buy
1,514
+198
+15% +$55.7K 0.14% 95
2025
Q1 		$354K Buy
1,316
+139
+12% +$41.1K 0.12% 102
2024
Q4 		$349K Buy
1,177
+373
+46% +$107K 0.11% 103
2024
Q3 		$218K Buy
+804
New +$200K 0.08% 123

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 $3.38T AUM 44.17% 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

Strategic Family Wealth Counselors's AXP Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $57.6K and leaving 1,484 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #105.

Strategic Family Wealth Counselors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Strategic Family Wealth Counselors held 1,484 shares of American Express worth $502K as of Q2 2026.
  • Strategic Family Wealth Counselors sold 180 American Express shares in Q2 2026, an estimated $57.6K.
  • American Express made up 0.12% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #105 holding.
  • Strategic Family Wealth Counselors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Strategic Family Wealth Counselors's American Express position peaked at $1.21M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.