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Wellington-Altus USA’s American Express AXP Stock Holding History

Wellington-Altus USA’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 		$196K Sell
648
-110
-15% -$35.2K 0.14% 123
2026
Q1 		$256K Sell
758
-786
-51% -$264K 0.15% 135
2025
Q4 		$571K Buy
+1,544
New +$553K 0.42% 53

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

Wellington-Altus USA's AXP Position: Q2 2026 in Review

Wellington-Altus USA reduced its American Express (AXP) stake by 15% in Q2 2026, selling an estimated $35.2K and leaving 648 shares worth $196K. The position accounts for 0.14% of the portfolio, ranked #123.

Wellington-Altus USA first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wellington-Altus USA held 648 shares of American Express worth $196K as of Q2 2026.
  • Wellington-Altus USA sold 110 American Express shares in Q2 2026, an estimated $35.2K.
  • American Express made up 0.14% of Wellington-Altus USA's portfolio in Q2 2026, its #123 holding.
  • Wellington-Altus USA first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's American Express position peaked at $571K in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.