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Wealth Preservation Advisors’s American Express AXP Stock Holding History

Wealth Preservation 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 		– Sell
-537
Closed -$162K – 163
2026
Q1 		$162K Buy
537
+8
+2% +$2.68K 0.13% 76
2025
Q4 		$196K Buy
529
+1
+0.2% +$358 0.1% 93
2025
Q3 		$175K Buy
528
+300
+132% +$95.4K 0.1% 90
2025
Q2 		$72.6K Buy
228
+2
+0.9% +$563 0.04% 155
2025
Q1 		$60.8K Buy
+226
New +$66.8K 0.04% 163

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 Preservation Advisors's AXP Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 537 shares — an estimated $162K sold.

Wealth Preservation Advisors first reported a position in AXP in Q1 2025 and held it in 5 quarters. The position peaked at $196K in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 537 American Express shares in Q2 2026, an estimated $162K.
  • Wealth Preservation Advisors first reported a position in American Express in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's American Express position peaked at $196K in Q4 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.