Wealth Dimensions Group’s American Express AXP Stock Holding History

Wealth Dimensions Group’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	$227K	Buy	+672	New	+$215K	0.04%	163
2026 Q1	–	Sell	-608	Closed	-$225K	–	172
2025 Q4	$225K	Buy	+608	New	+$218K	0.04%	155
2025 Q3	–	Sell	-761	Closed	-$243K	–	181
2025 Q2	$243K	Hold	761	–	–	0.05%	149
2025 Q1	$205K	Sell	761 -5	-0.7%	-$1.48K	0.05%	157
2024 Q4	$227K	Buy	+766	New	+$220K	0.06%	141
2023 Q1	–	Sell	-2,085	Closed	-$308K	–	134
2022 Q4	$308K	Sell	2,085 -27	-1%	-$4K	0.13%	102
2022 Q3	$285K	Hold	2,112	–	–	0.14%	96
2022 Q2	$293K	Hold	2,112	–	–	0.14%	98
2022 Q1	$395K	Buy	2,112 +90	+4%	+$16.3K	0.18%	90
2021 Q4	$331K	Hold	2,022	–	–	0.16%	97
2021 Q3	$339K	Buy	+2,022	New	+$338K	0.22%	92

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

Wealth Dimensions Group's AXP Position: Q2 2026 in Review

Wealth Dimensions Group opened a new position in American Express (AXP) in Q2 2026: 672 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in AXP as recently as Q4 2025.

Wealth Dimensions Group first reported a position in AXP in Q3 2021 and has held it in 11 quarters since. The position peaked at $395K in Q1 2022. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wealth Dimensions Group held 672 shares of American Express worth $227K as of Q2 2026.
American Express was a new Wealth Dimensions Group position in Q2 2026.
American Express made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #163 holding.
Wealth Dimensions Group first reported a position in American Express in Q3 2021 and has held it in 11 quarters since.
Wealth Dimensions Group's American Express position peaked at $395K in Q1 2022.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.