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Wealthstar Advisors’s American Express AXP Stock Holding History

Wealthstar 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 		$529K Buy
1,563
+132
+9% +$42.3K 0.15% 87
2026
Q1 		$433K Sell
1,431
-92
-6% -$30.8K 0.2% 91
2025
Q4 		$563K Buy
1,523
+74
+5% +$26.5K 0.25% 79
2025
Q3 		$481K Buy
1,449
+51
+4% +$16.2K 0.19% 98
2025
Q2 		$446K Buy
1,398
+72
+5% +$20.3K 0.17% 102
2025
Q1 		$357K Buy
1,326
+285
+27% +$84.2K 0.16% 110
2024
Q4 		$309K Buy
+1,041
New +$299K 0.13% 112
2024
Q2 		– Sell
-998
Closed -$227K – 36
2024
Q1 		$227K Buy
+998
New +$207K 0.08% 117

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

Wealthstar Advisors's AXP Position: Q2 2026 in Review

Wealthstar Advisors increased its American Express (AXP) stake by 9.2% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,563 shares worth $529K. The position accounts for 0.15% of the portfolio, ranked #87.

Wealthstar Advisors first reported a position in AXP in Q1 2024 and has held it in 8 quarters since. The position peaked at $563K in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealthstar Advisors held 1,563 shares of American Express worth $529K as of Q2 2026.
  • Wealthstar Advisors bought 132 American Express shares in Q2 2026, an estimated $42.3K.
  • American Express made up 0.15% of Wealthstar Advisors's portfolio in Q2 2026, its #87 holding.
  • Wealthstar Advisors first reported a position in American Express in Q1 2024 and has held it in 8 quarters since.
  • Wealthstar Advisors's American Express position peaked at $563K in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.