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Woodward Financial Advisors’s American Express AXP Stock Holding History

Woodward Financial 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 		$276K Hold
817
– – 0.09% 56
2026
Q1 		$243K Hold
817
– – 0.09% 52
2025
Q4 		$302K Hold
817
– – 0.11% 46
2025
Q3 		$271K Hold
817
– – 0.1% 50
2025
Q2 		$261K Hold
817
– – 0.11% 54
2025
Q1 		$220K Hold
817
– – 0.1% 53
2024
Q4 		$242K Sell
817
-10
-1% -$2.87K 0.12% 52
2024
Q3 		$224K Buy
+827
New +$206K 0.11% 53

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

Woodward Financial Advisors's AXP Position: Q2 2026 in Review

Woodward Financial Advisors held its American Express (AXP) position steady in Q2 2026 at 817 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #56.

Woodward Financial Advisors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $302K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Woodward Financial Advisors held 817 shares of American Express worth $276K as of Q2 2026.
  • Woodward Financial Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.09% of Woodward Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Woodward Financial Advisors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Woodward Financial Advisors's American Express position peaked at $302K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.