Total Clarity Wealth Management’s American Express AXP Stock Holding History

Total Clarity Wealth Management’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	$244K	Sell	721 -76	-10%	-$24.3K	0.05%	325
2026 Q1	$241K	Sell	797 -77	-9%	-$25.8K	0.06%	277
2025 Q4	$323K	Buy	874 +29	+3%	+$10.4K	0.08%	224
2025 Q3	$281K	Sell	845 -32	-4%	-$10.2K	0.07%	231
2025 Q2	$280K	Buy	+877	New	+$247K	0.08%	225
2022 Q3	–	Sell	-826	Closed	-$114K	–	277
2022 Q2	$114K	Buy	+826	New	+$136K	0.06%	297
2022 Q1	–	Sell	-736	Closed	-$120K	–	268
2021 Q4	$120K	Buy	736 +94	+15%	+$16K	0.05%	288
2021 Q3	$107K	Buy	+642	New	+$107K	0.05%	296
2021 Q2	–	Sell	-676	Closed	-$96K	–	233
2021 Q1	$96K	Buy	+676	New	+$89.3K	0.06%	244
2020 Q1	–	Sell	-340	Closed	-$42K	–	126
2019 Q4	$42K	Buy	+340	New	+$40.6K	0.03%	289

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 $3.38T AUM 44.17% 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

Total Clarity Wealth Management's AXP Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its American Express (AXP) stake by 9.5% in Q2 2026, selling an estimated $24.3K and leaving 721 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #325.

Total Clarity Wealth Management first reported a position in AXP in Q4 2019 and has held it in 10 quarters since. The position peaked at $323K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Total Clarity Wealth Management held 721 shares of American Express worth $244K as of Q2 2026.
Total Clarity Wealth Management sold 76 American Express shares in Q2 2026, an estimated $24.3K.
American Express made up 0.05% of Total Clarity Wealth Management's portfolio in Q2 2026, its #325 holding.
Total Clarity Wealth Management first reported a position in American Express in Q4 2019 and has held it in 10 quarters since.
Total Clarity Wealth Management's American Express position peaked at $323K in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.