Tanglewood Legacy Advisors’s American Express AXP Stock Holding History

Tanglewood Legacy Advisors’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	$418K	Sell	1,235 -12	-1%	-$3.84K	0.13%	82
2026 Q1	$377K	Hold	1,247	–	–	0.14%	83
2025 Q4	$461K	Hold	1,247	–	–	0.17%	73
2025 Q3	$414K	Hold	1,247	–	–	0.16%	74
2025 Q2	$398K	Hold	1,247	–	–	0.16%	72
2025 Q1	$336K	Hold	1,247	–	–	0.15%	73
2024 Q4	$370K	Hold	1,247	–	–	0.16%	72
2024 Q3	$338K	Hold	1,247	–	–	0.15%	68
2024 Q2	$289K	Hold	1,247	–	–	0.14%	70
2024 Q1	$284K	Hold	1,247	–	–	0.14%	72
2023 Q4	$234K	Hold	1,247	–	–	0.13%	75
2023 Q3	$186K	Hold	1,247	–	–	0.11%	83
2023 Q2	$217K	Sell	1,247 -150	-11%	-$24.2K	0.13%	78
2023 Q1	$230K	Hold	1,397	–	–	0.15%	68
2022 Q4	$206K	Buy	+1,397	New	+$207K	0.15%	59

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

Tanglewood Legacy Advisors's AXP Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its American Express (AXP) stake by 0.96% in Q2 2026, selling an estimated $3.84K and leaving 1,235 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #82.

Tanglewood Legacy Advisors first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $461K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Tanglewood Legacy Advisors held 1,235 shares of American Express worth $418K as of Q2 2026.
Tanglewood Legacy Advisors sold 12 American Express shares in Q2 2026, an estimated $3.84K.
American Express made up 0.13% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #82 holding.
Tanglewood Legacy Advisors first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's American Express position peaked at $461K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.