Vertrix Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Vertrix Wealth Management's AXP Position: Q2 2026 in Review
Vertrix Wealth Management increased its American Express (AXP) stake by 10% in Q2 2026, buying an estimated $525K and bringing the position to 18,098 shares worth $6.12M. The position accounts for 2.06% of the portfolio, ranked #9.
Vertrix Wealth Management first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Vertrix Wealth Management held 18,098 shares of American Express worth $6.12M as of Q2 2026.
- Vertrix Wealth Management bought 1,641 American Express shares in Q2 2026, an estimated $525K.
- American Express made up 2.06% of Vertrix Wealth Management's portfolio in Q2 2026, its #9 holding.
- Vertrix Wealth Management first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
- 2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.