USWIA
AXP icon

UP Strategic Wealth Investment Advisors’s American Express AXP Stock Holding History

UP Strategic Wealth Investment 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 		$304K Hold
871
– – 0.18% 76
2026
Q1 		$278K Buy
871
+20
+2% +$6.71K 0.17% 74
2025
Q4 		$306K Hold
851
– – 0.22% 64
2025
Q3 		$281K Hold
851
– – 0.21% 66
2025
Q2 		$271K Sell
851
-50
-6% -$14.1K 0.21% 71
2025
Q1 		$242K Buy
901
+147
+19% +$43.5K 0.22% 74
2024
Q4 		$224K Buy
+754
New +$217K 0.22% 71

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's AXP Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its American Express (AXP) position steady in Q2 2026 at 871 shares worth $304K. The position accounts for 0.18% of the portfolio, ranked #76.

UP Strategic Wealth Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 871 shares of American Express worth $304K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.18% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • UP Strategic Wealth Investment Advisors's American Express position peaked at $306K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.