Western Pacific Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$214K Hold
634
– – 0.19% 59
2026
Q1
$192K Hold
634
– – 0.2% 61
2025
Q4
$235K Hold
634
– – 0.23% 51
2025
Q3
$211K Hold
634
– – 0.21% 64
2025
Q2
$202K Hold
634
– – 0.19% 63
2025
Q1
$171K Hold
634
– – 0.15% 72
2024
Q4
$188K Hold
634
– – 0.15% 68
2024
Q3
$172K Hold
634
– – 0.11% 71
2024
Q2
$147K Hold
634
– – 0.11% 66
2024
Q1
$144K Hold
634
– – 0.1% 72
2023
Q4
$119K Buy
+634
New +$102K 0.09% 76

Other funds holding AXP

Western Pacific Wealth Management's AXP Position: Q2 2026 in Review

Western Pacific Wealth Management held its American Express (AXP) position steady in Q2 2026 at 634 shares worth $214K. The position accounts for 0.19% of the portfolio, ranked #59.

Western Pacific Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $235K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Western Pacific Wealth Management held 634 shares of American Express worth $214K as of Q2 2026.
  • Western Pacific Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.19% of Western Pacific Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Western Pacific Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Western Pacific Wealth Management's American Express position peaked at $235K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.