Trueblood Wealth Management’s American Express AXP Stock Holding History

Trueblood 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	$1.33M	Sell	3,941 -6	-0.2%	-$1.92K	0.47%	64
2026 Q1	$1.19M	Sell	3,947 -233	-6%	-$78.1K	0.47%	68
2025 Q4	$1.55M	Buy	4,180 +104	+3%	+$37.2K	0.6%	51
2025 Q3	$1.35M	Buy	4,076 +65	+2%	+$20.7K	0.53%	62
2025 Q2	$1.28M	Buy	4,011 +117	+3%	+$32.9K	0.54%	60
2025 Q1	$1.05M	Buy	3,894 +527	+16%	+$156K	0.49%	69
2024 Q4	$999K	Buy	3,367 +333	+11%	+$95.7K	0.49%	64
2024 Q3	$823K	Buy	3,034 +445	+17%	+$111K	0.41%	79
2024 Q2	$599K	Buy	2,589 +517	+25%	+$120K	0.34%	95
2024 Q1	$472K	Buy	2,072 +158	+8%	+$32.8K	0.27%	109
2023 Q4	$359K	Buy	+1,914	New	+$308K	0.22%	130

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

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

Trueblood Wealth Management reduced its American Express (AXP) stake by 0.15% in Q2 2026, selling an estimated $1.92K and leaving 3,941 shares worth $1.33M. The position accounts for 0.47% of the portfolio, ranked #64.

Trueblood Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Trueblood Wealth Management held 3,941 shares of American Express worth $1.33M as of Q2 2026.
Trueblood Wealth Management sold 6 American Express shares in Q2 2026, an estimated $1.92K.
American Express made up 0.47% of Trueblood Wealth Management's portfolio in Q2 2026, its #64 holding.
Trueblood Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's American Express position peaked at $1.55M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.