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Wiser Advisor Group’s American Express AXP Stock Holding History

Wiser Advisor Group’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 		$90.3K Buy
267
+1
+0.4% +$320 0.1% 67
2026
Q1 		$80.5K Hold
266
– – 0.1% 71
2025
Q4 		$98.3K Buy
266
+1
+0.4% +$358 0.11% 70
2025
Q3 		$88K Buy
+265
New +$84.3K 0.11% 70
2025
Q2 		– Sell
-264
Closed -$70.9K – 62
2025
Q1 		$70.9K Buy
264
+1
+0.4% +$296 0.1% 77
2024
Q4 		$78K Buy
263
+1
+0.4% +$287 0.11% 78
2024
Q3 		$71.1K Hold
262
– – 0.11% 79
2024
Q2 		$60.6K Buy
262
+2
+0.8% +$463 0.1% 81
2024
Q1 		$59.4K Hold
260
– – 0.09% 82
2023
Q4 		$48.7K Buy
+260
New +$41.9K 0.08% 96

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

Wiser Advisor Group's AXP Position: Q2 2026 in Review

Wiser Advisor Group increased its American Express (AXP) stake by 0.38% in Q2 2026, buying an estimated $320 and bringing the position to 267 shares worth $90.3K. The position accounts for 0.1% of the portfolio, ranked #67.

Wiser Advisor Group first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $98.3K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wiser Advisor Group held 267 shares of American Express worth $90.3K as of Q2 2026.
  • Wiser Advisor Group bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.1% of Wiser Advisor Group's portfolio in Q2 2026, its #67 holding.
  • Wiser Advisor Group first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's American Express position peaked at $98.3K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.