WCA
AXP icon

Westover Capital Advisors’s American Express AXP Stock Holding History

Westover Capital 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 		$467K Hold
1,380
– – 0.08% 163
2026
Q1 		$417K Sell
1,380
-20
-1% -$6.71K 0.08% 164
2025
Q4 		$518K Hold
1,400
– – 0.09% 147
2025
Q3 		$465K Sell
1,400
-82
-6% -$26.1K 0.09% 150
2025
Q2 		$473K Hold
1,482
– – 0.09% 151
2025
Q1 		$399K Buy
1,482
+62
+4% +$18.3K 0.09% 161
2024
Q4 		$421K Sell
1,420
-20
-1% -$5.75K 0.09% 161
2024
Q3 		$391K Hold
1,440
– – 0.08% 174
2024
Q2 		$333K Sell
1,440
-20
-1% -$4.63K 0.09% 166
2024
Q1 		$332K Hold
1,460
– – 0.1% 140
2023
Q4 		$274K Hold
1,460
– – 0.09% 147
2023
Q3 		$218K Hold
1,460
– – 0.08% 167
2023
Q2 		$254K Hold
1,460
– – 0.09% 154
2023
Q1 		$241K Hold
1,460
– – 0.09% 146
2022
Q4 		$216K Sell
1,460
-50
-3% -$7.41K 0.09% 143
2022
Q3 		$204K Buy
+1,510
New +$229K 0.08% 150
2020
Q2 		– Sell
-14,904
Closed -$1.28M – 110
2020
Q1 		$1.28M Sell
14,904
-2,025
-12% -$236K 0.69% 44
2019
Q4 		$2.11M Sell
16,929
-2,197
-11% -$263K 0.94% 39
2019
Q3 		$2.26M Sell
19,126
-1,714
-8% -$210K 1.07% 35
2019
Q2 		$2.57M Sell
20,840
-359
-2% -$42.2K 1.27% 30
2019
Q1 		$2.32M Sell
21,199
-1,466
-6% -$154K 1.2% 33
2018
Q4 		$2.16M Buy
+22,665
New +$2.37M 1.35% 29

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

Westover Capital Advisors's AXP Position: Q2 2026 in Review

Westover Capital Advisors held its American Express (AXP) position steady in Q2 2026 at 1,380 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #163.

Westover Capital Advisors first reported a position in AXP in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.57M in Q2 2019. 3,007 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Westover Capital Advisors held 1,380 shares of American Express worth $467K as of Q2 2026.
  • Westover Capital Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #163 holding.
  • Westover Capital Advisors first reported a position in American Express in Q4 2018 and has held it in 22 quarters since.
  • Westover Capital Advisors's American Express position peaked at $2.57M in Q2 2019.
  • 3,007 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.