True Link Financial Advisors’s American Express AXP Stock Holding History

True Link Financial 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	–	Sell	-422	Closed	-$128K	–	123
2026 Q1	$128K	Buy	+422	New	+$141K	0.01%	126

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

True Link Financial Advisors's AXP Position: Q2 2026 in Review

True Link Financial Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 422 shares — an estimated $128K sold.

True Link Financial Advisors first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $128K in Q1 2026. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

True Link Financial Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 422 American Express shares in Q2 2026, an estimated $128K.
True Link Financial Advisors first reported a position in American Express in Q1 2026 and held it in 1 quarter.
True Link Financial Advisors's American Express position peaked at $128K in Q1 2026.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.