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180 Wealth Advisors’s American Express AXP Stock Holding History

180 Wealth 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 		$711K Sell
2,102
-36
-2% -$11.5K 0.07% 245
2026
Q1 		$647K Sell
2,138
-2,102
-50% -$705K 0.07% 247
2025
Q4 		$1.57M Buy
4,240
+266
+7% +$95.2K 0.18% 120
2025
Q3 		$1.32M Buy
3,974
+438
+12% +$139K 0.16% 131
2025
Q2 		$1.13M Sell
3,536
-67
-2% -$18.9K 0.16% 136
2025
Q1 		$969K Buy
3,603
+215
+6% +$63.5K 0.15% 142
2024
Q4 		$1.01M Sell
3,388
-33
-1% -$9.48K 0.16% 128
2024
Q3 		$928K Buy
3,421
+1,652
+93% +$411K 0.15% 144
2024
Q2 		$422K Buy
1,769
+82
+5% +$19K 0.07% 251
2024
Q1 		$384K Sell
1,687
-38
-2% -$7.88K 0.07% 252
2023
Q4 		$325K Sell
1,725
-58
-3% -$9.34K 0.07% 263
2023
Q3 		$266K Buy
1,783
+4
+0.2% +$654 0.06% 278
2023
Q2 		$312K Buy
1,779
+23
+1% +$3.71K 0.07% 252
2023
Q1 		$290K Buy
1,756
+4
+0.2% +$664 0.07% 269
2022
Q4 		$273K Buy
1,752
+101
+6% +$15K 0.06% 283
2022
Q3 		$223K Buy
+1,651
New +$250K 0.06% 301
2022
Q1 		– Sell
-1,711
Closed -$272K – 376
2021
Q4 		$272K Sell
1,711
-10
-0.6% -$1.71K 0.06% 288
2021
Q3 		$303K Sell
1,721
-362
-17% -$60.5K 0.07% 280
2021
Q2 		$353K Buy
+2,083
New +$326K 0.08% 237

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

180 Wealth Advisors's AXP Position: Q2 2026 in Review

180 Wealth Advisors reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $11.5K and leaving 2,102 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #245.

180 Wealth Advisors first reported a position in AXP in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2025. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • 180 Wealth Advisors held 2,102 shares of American Express worth $711K as of Q2 2026.
  • 180 Wealth Advisors sold 36 American Express shares in Q2 2026, an estimated $11.5K.
  • American Express made up 0.07% of 180 Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • 180 Wealth Advisors first reported a position in American Express in Q2 2021 and has held it in 19 quarters since.
  • 180 Wealth Advisors's American Express position peaked at $1.57M in Q4 2025.
  • 852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.