Talisman Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$225K Buy
+666
New +$213K 0.17% 101
2026
Q1
Sell
-696
Closed -$259K 103
2025
Q4
$259K Buy
696
+15
+2% +$5.37K 0.2% 93
2025
Q3
$226K Buy
681
+32
+5% +$10.2K 0.19% 105
2025
Q2
$207K Buy
+649
New +$183K 0.19% 107
2025
Q1
Sell
-676
Closed -$200K 104
2024
Q4
$200K Buy
+676
New +$194K 0.21% 102

Other funds holding AXP

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

Talisman Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 666 shares worth $225K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in AXP as recently as Q4 2025.

Talisman Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $259K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Talisman Wealth Advisors held 666 shares of American Express worth $225K as of Q2 2026.
  • American Express was a new Talisman Wealth Advisors position in Q2 2026.
  • American Express made up 0.17% of Talisman Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Talisman Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • Talisman Wealth Advisors's American Express position peaked at $259K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.