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Trajan Wealth’s American Express AXP Stock Holding History

Trajan 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 		$22.9M Buy
67,796
+5,765
+9% +$1.85M 0.87% 31
2026
Q1 		$18.8M Buy
62,031
+33,529
+118% +$11.2M 0.76% 37
2025
Q4 		$10.5M Buy
28,502
+3,601
+14% +$1.29M 0.44% 54
2025
Q3 		$8.27M Buy
24,901
+5,881
+31% +$1.87M 0.36% 58
2025
Q2 		$6.07M Buy
19,020
+3,033
+19% +$854K 0.3% 61
2025
Q1 		$4.3M Buy
15,987
+1,955
+14% +$578K 0.23% 91
2024
Q4 		$4.16M Buy
14,032
+1,417
+11% +$407K 0.23% 91
2024
Q3 		$3.42M Buy
12,615
+1,792
+17% +$446K 0.2% 98
2024
Q2 		$2.51M Buy
10,823
+1,388
+15% +$321K 0.16% 102
2024
Q1 		$2.15M Buy
+9,435
New +$1.96M 0.15% 102

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

Trajan Wealth's AXP Position: Q2 2026 in Review

Trajan Wealth increased its American Express (AXP) stake by 9.3% in Q2 2026, buying an estimated $1.85M and bringing the position to 67,796 shares worth $22.9M. The position accounts for 0.87% of the portfolio, ranked #31.

Trajan Wealth first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Trajan Wealth held 67,796 shares of American Express worth $22.9M as of Q2 2026.
  • Trajan Wealth bought 5,765 American Express shares in Q2 2026, an estimated $1.85M.
  • American Express made up 0.87% of Trajan Wealth's portfolio in Q2 2026, its #31 holding.
  • Trajan Wealth first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.