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Traphagen Investment Advisors’s American Express AXP Stock Holding History

Traphagen Investment 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 		$724K Sell
2,142
-106
-5% -$33.9K 0.05% 104
2026
Q1 		$680K Sell
2,248
-18
-0.8% -$6.04K 0.06% 100
2025
Q4 		$838K Buy
2,266
+54
+2% +$19.3K 0.07% 86
2025
Q3 		$735K Buy
2,212
+1,925
+671% +$612K 0.06% 90
2025
Q2 		$730K Sell
287
-2,081
-88% -$586K 0.07% 90
2025
Q1 		$637K Sell
2,368
-233
-9% -$68.9K 0.07% 95
2024
Q4 		$772K Sell
2,601
-2
-0.1% -$575 0.08% 87
2024
Q3 		$706K Buy
2,603
+90
+4% +$22.4K 0.07% 87
2024
Q2 		$582K Hold
2,513
– – 0.06% 93
2024
Q1 		$572K Buy
2,513
+2
+0.1% +$415 0.06% 92
2023
Q4 		$470K Buy
2,511
+14
+0.6% +$2.25K 0.06% 104
2023
Q3 		$373K Hold
2,497
– – 0.05% 104
2023
Q2 		$435K Hold
2,497
– – 0.06% 98
2023
Q1 		$412K Sell
2,497
-71
-3% -$11.8K 0.06% 97
2022
Q4 		$379K Buy
2,568
+1,508
+142% +$223K 0.06% 99
2022
Q3 		$239K Hold
1,060
– – 0.04% 121
2022
Q2 		$258K Sell
1,060
-399
-27% -$65.9K 0.05% 115
2022
Q1 		$353K Sell
1,459
-269
-16% -$48.6K 0.06% 95
2021
Q4 		$283K Hold
1,728
– – 0.05% 118
2021
Q3 		$290K Buy
1,728
+100
+6% +$16.7K 0.05% 109
2021
Q2 		$269K Hold
1,628
– – 0.05% 118
2021
Q1 		$230K Buy
+1,628
New +$215K 0.04% 125
2020
Q1 		– Sell
-1,662
Closed -$207K – 117
2019
Q4 		$207K Buy
+1,662
New +$199K 0.05% 113
2019
Q3 		– Sell
-1,641
Closed -$203K – 114
2019
Q2 		$203K Buy
+1,641
New +$193K 0.05% 108

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

Traphagen Investment Advisors's AXP Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its American Express (AXP) stake by 4.7% in Q2 2026, selling an estimated $33.9K and leaving 2,142 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #104.

Traphagen Investment Advisors first reported a position in AXP in Q2 2019 and has held it in 24 quarters since. The position peaked at $838K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Traphagen Investment Advisors held 2,142 shares of American Express worth $724K as of Q2 2026.
  • Traphagen Investment Advisors sold 106 American Express shares in Q2 2026, an estimated $33.9K.
  • American Express made up 0.05% of Traphagen Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Traphagen Investment Advisors first reported a position in American Express in Q2 2019 and has held it in 24 quarters since.
  • Traphagen Investment Advisors's American Express position peaked at $838K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.