Talon Private Wealth
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Talon Private Wealth’s American Express AXP Stock Holding History

Talon Private Wealth’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
-3,051
Closed -$923K – 233
2026
Q1 		$923K Buy
+3,051
New +$1.02M 0.12% 109
2025
Q2 		$1.01M Buy
3,153
+314
+11% +$88.4K 0.14% 97
2025
Q1 		$764K Buy
+2,839
New +$839K 0.1% 106
2024
Q4 		– Sell
-209
Closed -$56.7K – 306
2024
Q3 		$56.7K Buy
+209
New +$52K 0.01% 101

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

Talon Private Wealth's AXP Position: Q2 2026 in Review

Talon Private Wealth sold out of American Express (AXP) in Q2 2026, closing a stake of 3,051 shares — an estimated $923K sold.

Talon Private Wealth first reported a position in AXP in Q3 2024 and held it in 4 quarters. The position peaked at $1.01M in Q2 2025. 3,018 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Talon Private Wealth reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Talon Private Wealth sold 3,051 American Express shares in Q2 2026, an estimated $923K.
  • Talon Private Wealth first reported a position in American Express in Q3 2024 and held it in 4 quarters.
  • Talon Private Wealth's American Express position peaked at $1.01M in Q2 2025.
  • 3,018 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.