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Summit Wealth Group (Colorado)’s American Express AXP Stock Holding History

Summit Wealth Group (Colorado)’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 		$381K Buy
1,128
+204
+22% +$65.3K 0.03% 256
2026
Q1 		$279K Buy
924
+237
+34% +$79.5K 0.03% 273
2025
Q4 		$254K Buy
+687
New +$246K 0.03% 231

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

Summit Wealth Group (Colorado)'s AXP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its American Express (AXP) stake by 22% in Q2 2026, buying an estimated $65.3K and bringing the position to 1,128 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #256.

Summit Wealth Group (Colorado) first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,128 shares of American Express worth $381K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 204 American Express shares in Q2 2026, an estimated $65.3K.
  • American Express made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #256 holding.
  • Summit Wealth Group (Colorado) first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.