XXI Wealth LLC’s American Express AXP Stock Holding History

XXI Wealth LLC’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	$334K	Buy	986 +78	+9%	+$25K	0.15%	157
2026 Q1	$275K	Buy	908 +82	+10%	+$27.5K	0.16%	163
2025 Q4	$306K	Buy	+826	New	+$296K	0.19%	134

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

XXI Wealth LLC's AXP Position: Q2 2026 in Review

XXI Wealth LLC increased its American Express (AXP) stake by 8.6% in Q2 2026, buying an estimated $25K and bringing the position to 986 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #157.

XXI Wealth LLC first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 2,994 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

XXI Wealth LLC held 986 shares of American Express worth $334K as of Q2 2026.
XXI Wealth LLC bought 78 American Express shares in Q2 2026, an estimated $25K.
American Express made up 0.15% of XXI Wealth LLC's portfolio in Q2 2026, its #157 holding.
XXI Wealth LLC first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
2,994 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.