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Vance Wealth’s American Express AXP Stock Holding History

Vance Wealth’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 		$321K Buy
950
+118
+14% +$37.8K 0.07% 102
2026
Q1 		$252K Buy
832
+35
+4% +$11.7K 0.07% 105
2025
Q4 		$295K Buy
797
+6
+0.8% +$2.15K 0.09% 97
2025
Q3 		$263K Buy
791
+43
+6% +$13.7K 0.08% 100
2025
Q2 		$239K Buy
+748
New +$211K 0.08% 105
2025
Q1 		– Sell
-687
Closed -$204K – 106
2024
Q4 		$204K Buy
+687
New +$197K 0.08% 97

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 $3.37T AUM 44.26% 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

Vance Wealth's AXP Position: Q2 2026 in Review

Vance Wealth increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $37.8K and bringing the position to 950 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #102.

Vance Wealth first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vance Wealth held 950 shares of American Express worth $321K as of Q2 2026.
  • Vance Wealth bought 118 American Express shares in Q2 2026, an estimated $37.8K.
  • American Express made up 0.07% of Vance Wealth's portfolio in Q2 2026, its #102 holding.
  • Vance Wealth first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.