Winch Advisory Services’s American Express AXP Stock Holding History

Winch Advisory Services’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	$24.2K	Buy	71 +61	+610%	+$19.5K	0.01%	245
2026 Q1	$3.16K	Hold	10	–	–	﹤0.01%	398
2025 Q4	$3.86K	Hold	10	–	–	﹤0.01%	382
2025 Q3	$3.46K	Hold	10	–	–	﹤0.01%	387
2025 Q2	$3.31K	Hold	10	–	–	﹤0.01%	372
2025 Q1	$2.78K	Hold	10	–	–	﹤0.01%	386
2024 Q4	$3.06K	Sell	10 -10	-50%	-$2.87K	﹤0.01%	409
2024 Q3	$5.51K	Hold	20	–	–	﹤0.01%	306
2024 Q2	$4.69K	Hold	20	–	–	﹤0.01%	320
2024 Q1	$4.61K	Sell	20 -46	-70%	-$9.54K	﹤0.01%	319
2023 Q4	$12.4K	Sell	66 -33	-33%	-$5.31K	﹤0.01%	241
2023 Q3	$15K	Hold	99	–	–	0.01%	217
2023 Q2	$17K	Hold	99	–	–	0.01%	205
2023 Q1	$16K	Buy	99 +1	+1%	+$166	0.01%	208
2022 Q4	$15K	Hold	98	–	–	0.01%	209
2022 Q3	$13K	Hold	98	–	–	0.01%	202
2022 Q2	$14K	Buy	98 +23	+31%	+$3.8K	0.01%	204
2022 Q1	$14K	Sell	75 -24	-24%	-$4.33K	﹤0.01%	224
2021 Q4	$16K	Buy	99 +1	+1%	+$171	0.01%	229
2021 Q3	$16K	Hold	98	–	–	0.01%	230
2021 Q2	$16K	Hold	98	–	–	0.01%	227
2021 Q1	$14K	Hold	98	–	–	0.01%	223
2020 Q4	$12K	Buy	98 +52	+113%	+$5.76K	0.01%	208
2020 Q3	$5K	Hold	46	–	–	﹤0.01%	258
2020 Q2	$4K	Buy	+46	New	+$4.24K	﹤0.01%	269
2019 Q3	–	Sell	-23	Closed	-$3K	–	357
2019 Q2	$3K	Buy	+23	New	+$2.7K	﹤0.01%	303
2015 Q2	–	Sell	-18	Closed	-$1K	–	285
2015 Q1	$1K	Buy	+18	New	+$1.5K	﹤0.01%	292
2014 Q2	–	Sell	-5,300	Closed	-$477K	–	266
2014 Q1	$477K	Buy	+5,300	New	+$473K	0.3%	73

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 $3.37T AUM 44.26% 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

Winch Advisory Services's AXP Position: Q2 2026 in Review

Winch Advisory Services increased its American Express (AXP) stake by 610% in Q2 2026, buying an estimated $19.5K and bringing the position to 71 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #245.

Winch Advisory Services first reported a position in AXP in Q1 2014 and has held it in 28 quarters since. The position peaked at $477K in Q1 2014. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Winch Advisory Services held 71 shares of American Express worth $24.2K as of Q2 2026.
Winch Advisory Services bought 61 American Express shares in Q2 2026, an estimated $19.5K.
American Express made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #245 holding.
Winch Advisory Services first reported a position in American Express in Q1 2014 and has held it in 28 quarters since.
Winch Advisory Services's American Express position peaked at $477K in Q1 2014.
3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.