Sun Group Wealth Partners’s American Express AXP Stock Holding History

Sun Group 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	–	Sell	-821	Closed	-$248K	–	82
2026 Q1	$248K	Buy	821 +250	+44%	+$83.8K	0.2%	63
2025 Q4	$211K	Buy	+571	New	+$204K	0.17%	58

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

Sun Group Wealth Partners's AXP Position: Q2 2026 in Review

Sun Group Wealth Partners sold out of American Express (AXP) in Q2 2026, closing a stake of 821 shares — an estimated $248K sold.

Sun Group Wealth Partners first reported a position in AXP in Q4 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2026. 2,995 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sun Group Wealth Partners reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Sun Group Wealth Partners sold 821 American Express shares in Q2 2026, an estimated $248K.
Sun Group Wealth Partners first reported a position in American Express in Q4 2025 and held it in 2 quarters.
Sun Group Wealth Partners's American Express position peaked at $248K in Q1 2026.
2,995 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.