Triad Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Triad Wealth Partners's AXP Position: Q2 2026 in Review
Triad Wealth Partners increased its American Express (AXP) stake by 56% in Q2 2026, buying an estimated $205K and bringing the position to 1,776 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #280.
Triad Wealth Partners first reported a position in AXP in Q2 2024 and has held it in 5 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Triad Wealth Partners held 1,776 shares of American Express worth $612K as of Q2 2026.
- Triad Wealth Partners bought 640 American Express shares in Q2 2026, an estimated $205K.
- American Express made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #280 holding.
- Triad Wealth Partners first reported a position in American Express in Q2 2024 and has held it in 5 quarters since.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.