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WFA of San Diego’s American Express AXP Stock Holding History

WFA of San Diego’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 		– Sell
-190
Closed -$57.5K – 119
2026
Q1 		$57.5K Sell
190
-2
-1% -$671 0.05% 174
2025
Q4 		$71K Hold
192
– – 0.05% 163
2025
Q3 		$63.8K Sell
192
-96
-33% -$30.5K 0.04% 175
2025
Q2 		$91.9K Buy
+288
New +$81.1K 0.07% 145
2024
Q3 		$78.9K Sell
291
-8
-3% -$1.99K 0.07% 145
2024
Q2 		$69.2K Buy
+299
New +$69.2K 0.06% 150
2023
Q3 		$44.6K Hold
299
– – 0.05% 180
2023
Q2 		$52.1K Buy
+299
New +$48.2K 0.05% 164
2023
Q1 		– Sell
-299
Closed -$44.2K – 95
2022
Q4 		$44.2K Buy
+299
New +$44.3K 0.03% 204
2022
Q3 		– Sell
-299
Closed -$41K – 110
2022
Q2 		$41K Buy
+299
New +$49.4K 0.04% 172

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

WFA of San Diego's AXP Position: Q2 2026 in Review

WFA of San Diego sold out of American Express (AXP) in Q2 2026, closing a stake of 190 shares — an estimated $57.5K sold.

WFA of San Diego first reported a position in AXP in Q2 2022 and held it in 10 quarters. The position peaked at $91.9K in Q2 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • WFA of San Diego reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 190 American Express shares in Q2 2026, an estimated $57.5K.
  • WFA of San Diego first reported a position in American Express in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's American Express position peaked at $91.9K in Q2 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.