Twin Peaks Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$382K Buy
1,128
+417
+59% +$134K 0.09% 133
2026
Q1
$215K Buy
711
+25
+4% +$8.38K 0.05% 173
2025
Q4
$247K Buy
+686
New +$245K 0.07% 158
2025
Q3
Sell
-653
Closed -$198K 342
2025
Q2
$198K Buy
+653
New +$184K 0.06% 157

Other funds holding AXP

Twin Peaks Wealth Advisors's AXP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its American Express (AXP) stake by 59% in Q2 2026, buying an estimated $134K and bringing the position to 1,128 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #133.

Twin Peaks Wealth Advisors first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,128 shares of American Express worth $382K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 417 American Express shares in Q2 2026, an estimated $134K.
  • American Express made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Twin Peaks Wealth Advisors first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.