TWP
AXP icon

Tower Wealth Partners’s American Express AXP Stock Holding History

Tower 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 		$455K Sell
1,344
-268
-17% -$85.8K 0.22% 53
2026
Q1 		$488K Sell
1,612
-781
-33% -$262K 0.27% 45
2025
Q4 		$885K Sell
2,393
-5
-0.2% -$1.79K 0.49% 25
2025
Q3 		$797K Buy
2,398
+186
+8% +$59.2K 0.44% 26
2025
Q2 		$706K Sell
2,212
-10
-0.5% -$2.81K 0.42% 29
2025
Q1 		$598K Buy
2,222
+344
+18% +$102K 0.32% 29
2024
Q4 		$557K Buy
1,878
+337
+22% +$96.8K 0.29% 30
2024
Q3 		$418K Buy
+1,541
New +$384K 0.24% 42

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 $3.37T AUM 44.26% 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

Tower Wealth Partners's AXP Position: Q2 2026 in Review

Tower Wealth Partners reduced its American Express (AXP) stake by 17% in Q2 2026, selling an estimated $85.8K and leaving 1,344 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #53.

Tower Wealth Partners first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $885K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Tower Wealth Partners held 1,344 shares of American Express worth $455K as of Q2 2026.
  • Tower Wealth Partners sold 268 American Express shares in Q2 2026, an estimated $85.8K.
  • American Express made up 0.22% of Tower Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Tower Wealth Partners first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Tower Wealth Partners's American Express position peaked at $885K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.