Vision Retirement’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
$169K Buy
500
+12
+2% +$3.84K 0.04% 139
2026
Q1
$148K Buy
488
+18
+4% +$6.04K 0.04% 136
2025
Q4
$174K Buy
+470
New +$168K 0.05% 134

Other funds holding AXP

Vision Retirement's AXP Position: Q2 2026 in Review

Vision Retirement increased its American Express (AXP) stake by 2.5% in Q2 2026, buying an estimated $3.84K and bringing the position to 500 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #139.

Vision Retirement first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $174K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vision Retirement held 500 shares of American Express worth $169K as of Q2 2026.
  • Vision Retirement bought 12 American Express shares in Q2 2026, an estimated $3.84K.
  • American Express made up 0.04% of Vision Retirement's portfolio in Q2 2026, its #139 holding.
  • Vision Retirement first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's American Express position peaked at $174K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.