Summit Wealth Partners’s American Express AXP Stock Holding History

Summit Wealth Partners’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	$806K	Buy	2,382 +125	+6%	+$40K	0.11%	131
2026 Q1	$683K	Buy	+2,257	New	+$757K	0.11%	132

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

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

Summit Wealth Partners increased its American Express (AXP) stake by 5.5% in Q2 2026, buying an estimated $40K and bringing the position to 2,382 shares worth $806K. The position accounts for 0.11% of the portfolio, ranked #131.

Summit Wealth Partners first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Summit Wealth Partners held 2,382 shares of American Express worth $806K as of Q2 2026.
Summit Wealth Partners bought 125 American Express shares in Q2 2026, an estimated $40K.
American Express made up 0.11% of Summit Wealth Partners's portfolio in Q2 2026, its #131 holding.
Summit Wealth Partners first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.