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TritonPoint Wealth’s American Express AXP Stock Holding History

TritonPoint 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 		$869K Sell
2,569
-189
-7% -$60.5K 0.09% 139
2026
Q1 		$834K Buy
2,758
+26
+1% +$8.72K 0.09% 132
2025
Q4 		$1.01M Sell
2,732
-70
-2% -$25.1K 0.1% 123
2025
Q3 		$931K Buy
2,802
+40
+1% +$12.7K 0.08% 158
2025
Q2 		$881K Buy
2,762
+92
+3% +$25.9K 0.08% 167
2025
Q1 		$718K Sell
2,670
-14
-0.5% -$4.14K 0.07% 181
2024
Q4 		$797K Buy
2,684
+20
+0.8% +$5.75K 0.07% 173
2024
Q3 		$722K Buy
2,664
+95
+4% +$23.7K 0.07% 174
2024
Q2 		$595K Sell
2,569
-19
-0.7% -$4.4K 0.06% 183
2024
Q1 		$549K Sell
2,588
-1,333
-34% -$276K 0.06% 193
2023
Q4 		$735K Buy
+3,921
New +$631K 0.07% 167

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

TritonPoint Wealth's AXP Position: Q2 2026 in Review

TritonPoint Wealth reduced its American Express (AXP) stake by 6.9% in Q2 2026, selling an estimated $60.5K and leaving 2,569 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #139.

TritonPoint Wealth first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • TritonPoint Wealth held 2,569 shares of American Express worth $869K as of Q2 2026.
  • TritonPoint Wealth sold 189 American Express shares in Q2 2026, an estimated $60.5K.
  • American Express made up 0.09% of TritonPoint Wealth's portfolio in Q2 2026, its #139 holding.
  • TritonPoint Wealth first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's American Express position peaked at $1.01M in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.