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Wealthspire Advisors (New York)’s American Express AXP Stock Holding History

Wealthspire Advisors (New York)’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 		$32.4M Buy
95,731
+81,314
+564% +$26M 0.18% 89
2026
Q1 		$4.36M Buy
14,417
+132
+0.9% +$44.3K 0.03% 177
2025
Q4 		$5.28M Buy
14,285
+3,231
+29% +$1.16M 0.04% 155
2025
Q3 		$3.67M Sell
11,054
-207
-2% -$65.8K 0.02% 195
2025
Q2 		$3.59M Buy
11,261
+21
+0.2% +$5.91K 0.02% 193
2025
Q1 		$3.02M Sell
11,240
-35
-0.3% -$10.3K 0.02% 210
2024
Q4 		$3.35M Buy
11,275
+1,377
+14% +$396K 0.03% 182
2024
Q3 		$2.68M Buy
9,898
+4,428
+81% +$1.1M 0.03% 208
2024
Q2 		$1.27M Sell
5,470
-325
-6% -$75.3K 0.02% 274
2024
Q1 		$1.32M Sell
5,795
-557
-9% -$115K 0.02% 268
2023
Q4 		$1.19M Buy
6,352
+625
+11% +$101K 0.02% 280
2023
Q3 		$854K Buy
5,727
+654
+13% +$107K 0.01% 304
2023
Q2 		$884K Sell
5,073
-5
-0.1% -$807 0.01% 269
2023
Q1 		$838K Sell
5,078
-1,768
-26% -$293K 0.01% 280
2022
Q4 		$1.01M Buy
6,846
+1,746
+34% +$259K 0.02% 260
2022
Q3 		$688K Buy
5,100
+1,108
+28% +$168K 0.01% 289
2022
Q2 		$553K Buy
3,992
+649
+19% +$107K 0.01% 299
2022
Q1 		$625K Sell
3,343
-3,591
-52% -$649K 0.01% 238
2021
Q4 		$1.13M Sell
6,934
-880
-11% -$150K 0.03% 215
2021
Q3 		$1.31M Buy
7,814
+5,237
+203% +$876K 0.03% 215
2021
Q2 		$426K Sell
2,577
-11,548
-82% -$1.81M 0.01% 241
2021
Q1 		$2M Buy
14,125
+5,459
+63% +$721K 0.05% 175
2020
Q4 		$1.05M Buy
8,666
+3,616
+72% +$400K 0.03% 201
2020
Q3 		$506K Buy
5,050
+1,175
+30% +$116K 0.03% 182
2020
Q2 		$369K Sell
3,875
-6,510
-63% -$599K 0.03% 181
2020
Q1 		$889K Buy
10,385
+8,220
+380% +$956K 0.04% 214
2019
Q4 		$270K Buy
+2,165
New +$259K 0.02% 163
2019
Q1 		– Sell
-791
Closed -$75K – 110
2018
Q4 		$75K Buy
+791
New +$82.8K 0.01% 135

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s AXP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its American Express (AXP) stake by 564% in Q2 2026, buying an estimated $26M and bringing the position to 95,731 shares worth $32.4M. The position accounts for 0.18% of the portfolio, ranked #89.

Wealthspire Advisors (New York) first reported a position in AXP in Q4 2018 and has held it in 28 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealthspire Advisors (New York) held 95,731 shares of American Express worth $32.4M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 81,314 American Express shares in Q2 2026, an estimated $26M.
  • American Express made up 0.18% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #89 holding.
  • Wealthspire Advisors (New York) first reported a position in American Express in Q4 2018 and has held it in 28 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.