WBI Investments’s American Express AXP Stock Holding History

WBI Investments’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	$3.39M	Buy	10,017 +6,986	+230%	+$2.24M	0.84%	17
2026 Q1	$917K	Sell	3,031 -4,879	-62%	-$1.64M	0.25%	118
2025 Q4	$2.93M	Buy	7,910 +1,329	+20%	+$476K	0.76%	18
2025 Q3	$2.19M	Buy	6,581 +3,541	+116%	+$1.13M	0.56%	42
2025 Q2	$970K	Buy	+3,040	New	+$856K	0.25%	115
2025 Q1	–	Sell	-6,566	Closed	-$1.95M	–	233
2024 Q4	$1.95M	Buy	6,566 +2,256	+52%	+$648K	0.49%	63
2024 Q3	$1.17M	Buy	+4,310	New	+$1.07M	0.28%	92
2024 Q2	–	Sell	-1,659	Closed	-$378K	–	170
2024 Q1	$378K	Sell	1,659 -2,214	-57%	-$459K	0.08%	154
2023 Q4	$726K	Buy	+3,873	New	+$623K	0.15%	130
2019 Q2	–	Sell	-16,610	Closed	-$1.81M	–	212
2019 Q1	$1.81M	Buy	+16,610	New	+$1.75M	0.14%	121
2018 Q4	–	Sell	-17,101	Closed	-$1.82M	–	99
2018 Q3	$1.82M	Sell	17,101 -9,114	-35%	-$948K	0.1%	149
2018 Q2	$2.57M	Buy	+26,215	New	+$2.58M	0.14%	101

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

WBI Investments's AXP Position: Q2 2026 in Review

WBI Investments increased its American Express (AXP) stake by 230% in Q2 2026, buying an estimated $2.24M and bringing the position to 10,017 shares worth $3.39M. The position accounts for 0.84% of the portfolio, ranked #17.

WBI Investments first reported a position in AXP in Q2 2018 and has held it in 12 quarters since. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

WBI Investments held 10,017 shares of American Express worth $3.39M as of Q2 2026.
WBI Investments bought 6,986 American Express shares in Q2 2026, an estimated $2.24M.
American Express made up 0.84% of WBI Investments's portfolio in Q2 2026, its #17 holding.
WBI Investments first reported a position in American Express in Q2 2018 and has held it in 12 quarters since.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.