WMA
AXP icon

Wealth Management Associates’s American Express AXP Stock Holding History

Wealth Management Associates’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 		$453K Buy
1,338
+450
+51% +$144K 0.12% 142
2026
Q1 		$268K Hold
888
– – 0.09% 197
2025
Q4 		$328K Buy
888
+96
+12% +$34.4K 0.11% 165
2025
Q3 		$263K Buy
+792
New +$252K 0.09% 188

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

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

Wealth Management Associates increased its American Express (AXP) stake by 51% in Q2 2026, buying an estimated $144K and bringing the position to 1,338 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #142.

Wealth Management Associates first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Management Associates held 1,338 shares of American Express worth $453K as of Q2 2026.
  • Wealth Management Associates bought 450 American Express shares in Q2 2026, an estimated $144K.
  • American Express made up 0.12% of Wealth Management Associates's portfolio in Q2 2026, its #142 holding.
  • Wealth Management Associates first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.