True Wealth Design’s American Express AXP Stock Holding History

True Wealth Design’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	$34K	Buy	100 +2	+2%	+$640	0.01%	630
2026 Q1	$29.8K	Buy	98 +54	+123%	+$18.1K	0.01%	560
2025 Q4	$16.4K	Sell	44 -4	-8%	-$1.43K	﹤0.01%	671
2025 Q3	$16K	Buy	48 +3	+7%	+$954	﹤0.01%	685
2025 Q2	$14.4K	Buy	45 +8	+22%	+$2.25K	0.01%	469
2025 Q1	$10K	Sell	37 -77	-68%	-$22.8K	﹤0.01%	474
2024 Q4	$33.9K	Buy	114 +6	+6%	+$1.72K	0.01%	239
2024 Q3	$29.4K	Buy	108 +83	+332%	+$20.7K	0.01%	254
2024 Q2	$5.89K	Hold	25	–	–	﹤0.01%	269
2024 Q1	$5.8K	Hold	25	–	–	﹤0.01%	271
2023 Q4	$4.77K	Hold	25	–	–	﹤0.01%	268
2023 Q3	$3.8K	Hold	25	–	–	﹤0.01%	241
2023 Q2	$4.43K	Sell	25 -16	-39%	-$2.58K	﹤0.01%	248
2023 Q1	$6.84K	Buy	41 +16	+64%	+$2.65K	﹤0.01%	261
2022 Q4	$3.76K	Buy	+25	New	+$3.7K	﹤0.01%	263

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 Wealth Design's AXP Position: Q2 2026 in Review

True Wealth Design increased its American Express (AXP) stake by 2% in Q2 2026, buying an estimated $640 and bringing the position to 100 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #630.

True Wealth Design first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

True Wealth Design held 100 shares of American Express worth $34K as of Q2 2026.
True Wealth Design bought 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #630 holding.
True Wealth Design first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.