WT Wealth Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$312K Hold
923
0.09% 105
2026
Q1
$279K Hold
923
0.08% 110
2025
Q4
$341K Hold
923
0.1% 102
2025
Q3
$307K Hold
923
0.09% 103
2025
Q2
$294K Hold
923
0.09% 113
2025
Q1
$248K Hold
923
0.08% 108
2024
Q4
$274K Hold
923
0.09% 112
2024
Q3
$255K Hold
923
0.08% 113
2024
Q2
$214K Hold
923
0.07% 112
2024
Q1
$210K Buy
+923
New +$191K 0.08% 105

Other funds holding AXP

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

WT Wealth Management held its American Express (AXP) position steady in Q2 2026 at 923 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #105.

WT Wealth Management first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • WT Wealth Management held 923 shares of American Express worth $312K as of Q2 2026.
  • WT Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.09% of WT Wealth Management's portfolio in Q2 2026, its #105 holding.
  • WT Wealth Management first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • WT Wealth Management's American Express position peaked at $341K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.