Valley Wealth Managers’s American Express AXP Stock Holding History

Valley Wealth Managers’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	$25.7K	Hold	76	–	–	﹤0.01%	248
2026 Q1	$23K	Hold	76	–	–	﹤0.01%	245
2025 Q4	$28.1K	Hold	76	–	–	﹤0.01%	243
2025 Q3	$25.2K	Buy	76 +46	+153%	+$14.6K	﹤0.01%	235
2025 Q2	$9.57K	Hold	30	–	–	﹤0.01%	252
2025 Q1	$8.07K	Hold	30	–	–	﹤0.01%	284
2024 Q4	$8.9K	Hold	30	–	–	﹤0.01%	292
2024 Q3	$8.14K	Sell	30 -75	-71%	-$18.7K	﹤0.01%	303
2024 Q2	$24.3K	Hold	105	–	–	﹤0.01%	249
2024 Q1	$23.9K	Hold	105	–	–	﹤0.01%	236
2023 Q4	$19.7K	Hold	105	–	–	﹤0.01%	252
2023 Q3	$15.7K	Hold	105	–	–	﹤0.01%	270
2023 Q2	$18.3K	Hold	105	–	–	﹤0.01%	250
2023 Q1	$17.3K	Hold	105	–	–	﹤0.01%	263
2022 Q4	$15.5K	Hold	105	–	–	﹤0.01%	278
2022 Q3	$14K	Hold	105	–	–	﹤0.01%	307
2022 Q2	$15K	Sell	105 -1,750	-94%	-$289K	﹤0.01%	310
2022 Q1	$347K	Hold	1,855	–	–	0.03%	148
2021 Q4	$303K	Hold	1,855	–	–	0.02%	167
2021 Q3	$311K	Sell	1,855 -100	-5%	-$16.7K	0.03%	153
2021 Q2	$323K	Hold	1,955	–	–	0.03%	151
2021 Q1	$277K	Hold	1,955	–	–	0.02%	151
2020 Q4	$237K	Sell	1,955 -150	-7%	-$16.6K	0.02%	150
2020 Q3	$211K	Hold	2,105	–	–	0.02%	152
2020 Q2	$200K	Buy	+2,105	New	+$194K	0.02%	161
2020 Q1	–	Sell	-2,439	Closed	-$303K	–	165
2019 Q4	$303K	Buy	2,439 +36	+1%	+$4.3K	0.03%	161
2019 Q3	$284K	Buy	2,403 +205	+9%	+$25.1K	0.03%	167
2019 Q2	$271K	Buy	2,198 +163	+8%	+$19.1K	0.03%	172
2019 Q1	$222K	Buy	+2,035	New	+$214K	0.02%	191

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

Valley Wealth Managers's AXP Position: Q2 2026 in Review

Valley Wealth Managers held its American Express (AXP) position steady in Q2 2026 at 76 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Valley Wealth Managers first reported a position in AXP in Q1 2019 and has held it in 29 quarters since. The position peaked at $347K in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Valley Wealth Managers held 76 shares of American Express worth $25.7K as of Q2 2026.
Valley Wealth Managers left its American Express share count unchanged in Q2 2026.
American Express made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #248 holding.
Valley Wealth Managers first reported a position in American Express in Q1 2019 and has held it in 29 quarters since.
Valley Wealth Managers's American Express position peaked at $347K in Q1 2022.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.