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Visionary Wealth Advisors’s American Express AXP Stock Holding History

Visionary Wealth 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 		$723K Buy
2,137
+53
+3% +$17K 0.03% 367
2026
Q1 		$630K Sell
2,084
-128
-6% -$42.9K 0.03% 352
2025
Q4 		$818K Buy
2,212
+100
+5% +$35.8K 0.04% 302
2025
Q3 		$702K Buy
2,112
+759
+56% +$241K 0.03% 331
2025
Q2 		$432K Buy
1,353
+235
+21% +$66.1K 0.02% 388
2025
Q1 		$301K Buy
1,118
+207
+23% +$61.2K 0.02% 442
2024
Q4 		$270K Sell
911
-72
-7% -$20.7K 0.02% 462
2024
Q3 		$267K Buy
+983
New +$245K 0.02% 463

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

Visionary Wealth Advisors's AXP Position: Q2 2026 in Review

Visionary Wealth Advisors increased its American Express (AXP) stake by 2.5% in Q2 2026, buying an estimated $17K and bringing the position to 2,137 shares worth $723K. The position accounts for 0.03% of the portfolio, ranked #367.

Visionary Wealth Advisors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $818K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Visionary Wealth Advisors held 2,137 shares of American Express worth $723K as of Q2 2026.
  • Visionary Wealth Advisors bought 53 American Express shares in Q2 2026, an estimated $17K.
  • American Express made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Visionary Wealth Advisors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Visionary Wealth Advisors's American Express position peaked at $818K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.