Whalen Wealth Management’s American Express AXP Stock Holding History

Whalen Wealth Management’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	-2,118	Closed	-$641K	–	199
2026 Q1	$641K	Sell	2,118 -306	-13%	-$103K	0.34%	81
2025 Q4	$897K	Buy	+2,424	New	+$867K	0.48%	54

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Whalen Wealth Management's AXP Position: Q2 2026 in Review

Whalen Wealth Management sold out of American Express (AXP) in Q2 2026, closing a stake of 2,118 shares — an estimated $641K sold.

Whalen Wealth Management first reported a position in AXP in Q4 2025 and held it in 2 quarters. The position peaked at $897K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Whalen Wealth Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Whalen Wealth Management sold 2,118 American Express shares in Q2 2026, an estimated $641K.
Whalen Wealth Management first reported a position in American Express in Q4 2025 and held it in 2 quarters.
Whalen Wealth Management's American Express position peaked at $897K in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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