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WealthShield Partners’s American Express AXP Stock Holding History

WealthShield 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 		– Sell
-1,335
Closed -$404K – 395
2026
Q1 		$404K Buy
1,335
+5
+0.4% +$1.68K 0.05% 263
2025
Q4 		$492K Buy
1,330
+2
+0.2% +$716 0.05% 245
2025
Q3 		$441K Buy
1,328
+8
+0.6% +$2.54K 0.05% 249
2025
Q2 		$421K Sell
1,320
-19
-1% -$5.35K 0.05% 249
2025
Q1 		$360K Buy
1,339
+556
+71% +$164K 0.05% 249
2024
Q4 		$232K Sell
783
-137
-15% -$39.4K 0.03% 267
2024
Q3 		$250K Buy
+920
New +$229K 0.03% 266
2021
Q3 		– Sell
-582
Closed -$166K – 275
2021
Q2 		$166K Buy
582
+31
+6% +$4.86K 0.03% 288
2021
Q1 		$78K Buy
+551
New +$72.8K 0.01% 378

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

WealthShield Partners's AXP Position: Q2 2026 in Review

WealthShield Partners sold out of American Express (AXP) in Q2 2026, closing a stake of 1,335 shares — an estimated $404K sold.

WealthShield Partners first reported a position in AXP in Q1 2021 and held it in 9 quarters. The position peaked at $492K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • WealthShield Partners reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,335 American Express shares in Q2 2026, an estimated $404K.
  • WealthShield Partners first reported a position in American Express in Q1 2021 and held it in 9 quarters.
  • WealthShield Partners's American Express position peaked at $492K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.