Warren Street Wealth Advisors’s American Express AXP Stock Holding History

Warren Street 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	$204K	Buy	+602	New	+$193K	0.05%	148
2026 Q1	–	Sell	-557	Closed	-$206K	–	133
2025 Q4	$206K	Sell	557 -259	-32%	-$92.7K	0.06%	119
2025 Q3	$271K	Buy	816 +37	+5%	+$11.8K	0.08%	105
2025 Q2	$248K	Buy	+779	New	+$219K	0.08%	109
2025 Q1	–	Sell	-724	Closed	-$215K	–	113
2024 Q4	$215K	Buy	+724	New	+$208K	0.09%	96

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Warren Street Wealth Advisors's AXP Position: Q2 2026 in Review

Warren Street Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 602 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #148 among its holdings. This is a return to the name: Warren Street Wealth Advisors previously reported a position in AXP as recently as Q4 2025.

Warren Street Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $271K in Q3 2025. 1,564 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Warren Street Wealth Advisors held 602 shares of American Express worth $204K as of Q2 2026.
American Express was a new Warren Street Wealth Advisors position in Q2 2026.
American Express made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Warren Street Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
Warren Street Wealth Advisors's American Express position peaked at $271K in Q3 2025.
1,564 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.