WQ
AXP icon

Wealth Quarterback’s American Express AXP Stock Holding History

Wealth Quarterback’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 		$441K Buy
1,305
+87
+7% +$27.9K 0.14% 101
2026
Q1 		$368K Hold
1,218
– – 0.15% 111
2025
Q4 		$450K Hold
1,218
– – 0.16% 100
2025
Q3 		$404K Buy
1,218
+16
+1% +$5.09K 0.16% 103
2025
Q2 		$383K Buy
+1,202
New +$338K 0.18% 100
2021
Q3 		$92K Buy
544
+1
+0.2% +$167 0.06% 164
2021
Q2 		$90K Buy
+543
New +$85K 0.05% 179
2020
Q2 		– Sell
-721
Closed -$61.7K – 158
2020
Q1 		$61.7K Sell
721
-246
-25% -$28.6K 0.06% 199
2019
Q4 		$120K Buy
+967
New +$116K 0.1% 145

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 Quarterback's AXP Position: Q2 2026 in Review

Wealth Quarterback increased its American Express (AXP) stake by 7.1% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,305 shares worth $441K. The position accounts for 0.14% of the portfolio, ranked #101.

Wealth Quarterback first reported a position in AXP in Q4 2019 and has held it in 9 quarters since. The position peaked at $450K in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Quarterback held 1,305 shares of American Express worth $441K as of Q2 2026.
  • Wealth Quarterback bought 87 American Express shares in Q2 2026, an estimated $27.9K.
  • American Express made up 0.14% of Wealth Quarterback's portfolio in Q2 2026, its #101 holding.
  • Wealth Quarterback first reported a position in American Express in Q4 2019 and has held it in 9 quarters since.
  • Wealth Quarterback's American Express position peaked at $450K in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.