Wealth Management Partners’s American Express AXP Stock Holding History

Wealth Management Partners’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	$343K	Hold	1,014	–	–	0.08%	129
2026 Q1	$306K	Buy	1,014 +1	+0.1%	+$335	0.09%	122
2025 Q4	$375K	Sell	1,013 -131	-11%	-$46.9K	0.11%	113
2025 Q3	$380K	Sell	1,144 -77	-6%	-$24.5K	0.12%	108
2025 Q2	$394K	Hold	1,221	–	–	0.14%	100
2025 Q1	$328K	Buy	1,221 +1	+0.1%	+$296	0.15%	93
2024 Q4	$362K	Hold	1,220	–	–	0.16%	88
2024 Q3	$331K	Hold	1,220	–	–	0.15%	88
2024 Q2	$282K	Buy	1,220 +1	+0.1%	+$232	0.14%	89
2024 Q1	$278K	Hold	1,219	–	–	0.14%	96
2023 Q4	$228K	Buy	+1,219	New	+$196K	0.13%	110
2023 Q3	–	Sell	-1,218	Closed	-$212K	–	118
2023 Q2	$212K	Sell	1,218 -100	-8%	-$16.1K	0.13%	108
2023 Q1	$217K	Buy	+1,318	New	+$219K	0.15%	106
2022 Q2	–	Sell	-1,000	Closed	-$228K	–	98
2022 Q1	$228K	Buy	+1,000	New	+$181K	0.16%	99
2021 Q4	–	Sell	-1,216	Closed	-$204K	–	109
2021 Q3	$204K	Hold	1,216	–	–	0.15%	105
2021 Q2	$201K	Buy	+1,216	New	+$190K	0.14%	114

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 Management Partners's AXP Position: Q2 2026 in Review

Wealth Management Partners held its American Express (AXP) position steady in Q2 2026 at 1,014 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #129.

Wealth Management Partners first reported a position in AXP in Q2 2021 and has held it in 16 quarters since. The position peaked at $394K in Q2 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wealth Management Partners held 1,014 shares of American Express worth $343K as of Q2 2026.
Wealth Management Partners left its American Express share count unchanged in Q2 2026.
American Express made up 0.08% of Wealth Management Partners's portfolio in Q2 2026, its #129 holding.
Wealth Management Partners first reported a position in American Express in Q2 2021 and has held it in 16 quarters since.
Wealth Management Partners's American Express position peaked at $394K in Q2 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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