TRB Wealth Management’s American Express AXP Stock Holding History

TRB 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	$772K	Sell	2,282 -150	-6%	-$48K	0.1%	110
2026 Q1	$736K	Buy	+2,432	New	+$815K	0.1%	116

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

TRB Wealth Management's AXP Position: Q2 2026 in Review

TRB Wealth Management reduced its American Express (AXP) stake by 6.2% in Q2 2026, selling an estimated $48K and leaving 2,282 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #110.

TRB Wealth Management first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

TRB Wealth Management held 2,282 shares of American Express worth $772K as of Q2 2026.
TRB Wealth Management sold 150 American Express shares in Q2 2026, an estimated $48K.
American Express made up 0.1% of TRB Wealth Management's portfolio in Q2 2026, its #110 holding.
TRB Wealth Management first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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