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Vivid Wealth Management’s American Express AXP Stock Holding History

Vivid Wealth Management’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 		$2.7M Buy
7,981
+92
+1% +$29.5K 0.95% 41
2026
Q1 		$2.39M Buy
7,889
+20
+0.3% +$6.71K 0.97% 43
2025
Q4 		$2.91M Sell
7,869
-183
-2% -$65.5K 1.13% 30
2025
Q3 		$2.67M Sell
8,052
-911
-10% -$290K 1.06% 38
2025
Q2 		$2.86M Sell
8,963
-255
-3% -$71.8K 1.26% 27
2025
Q1 		$2.48M Buy
9,218
+364
+4% +$108K 1.24% 27
2024
Q4 		$2.63M Sell
8,854
-43
-0.5% -$12.4K 1.33% 24
2024
Q3 		$2.41M Buy
8,897
+826
+10% +$206K 1.26% 28
2024
Q2 		$1.87M Buy
8,071
+5,065
+168% +$1.17M 1.05% 41
2024
Q1 		$684K Buy
3,006
+37
+1% +$7.67K 0.43% 43
2023
Q4 		$556K Buy
+2,969
New +$478K 0.38% 45

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

Vivid Wealth Management's AXP Position: Q2 2026 in Review

Vivid Wealth Management increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $29.5K and bringing the position to 7,981 shares worth $2.7M. The position accounts for 0.95% of the portfolio, ranked #41.

Vivid Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vivid Wealth Management held 7,981 shares of American Express worth $2.7M as of Q2 2026.
  • Vivid Wealth Management bought 92 American Express shares in Q2 2026, an estimated $29.5K.
  • American Express made up 0.95% of Vivid Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Vivid Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Vivid Wealth Management's American Express position peaked at $2.91M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.