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Accurate Wealth Management’s American Express AXP Stock Holding History

Accurate Wealth Management’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 		$2.1M Buy
5,987
+1,335
+29% +$427K 0.2% 116
2026
Q1 		$1.46M Sell
4,652
-134
-3% -$44.9K 0.18% 132
2025
Q4 		$1.8M Buy
4,786
+327
+7% +$117K 0.23% 113
2025
Q3 		$1.48M Buy
4,459
+389
+10% +$124K 0.2% 122
2025
Q2 		$1.32M Buy
4,070
+934
+30% +$263K 0.2% 123
2025
Q1 		$787K Buy
3,136
+609
+24% +$180K 0.15% 146
2024
Q4 		$742K Buy
2,527
+292
+13% +$83.9K 0.14% 155
2024
Q3 		$620K Buy
2,235
+180
+9% +$44.8K 0.12% 165
2024
Q2 		$501K Buy
2,055
+57
+3% +$13.2K 0.12% 162
2024
Q1 		$462K Sell
1,998
-61
-3% -$12.6K 0.13% 153
2023
Q4 		$381K Buy
2,059
+200
+11% +$32.2K 0.12% 172
2023
Q3 		$287K Buy
1,859
+271
+17% +$44.3K 0.09% 199
2023
Q2 		$275K Buy
1,588
+63
+4% +$10.2K 0.09% 208
2023
Q1 		$246K Buy
1,525
+660
+76% +$109K 0.08% 213
2022
Q4 		$131K Buy
+865
New +$128K 0.05% 263

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

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

Accurate Wealth Management increased its American Express (AXP) stake by 29% in Q2 2026, buying an estimated $427K and bringing the position to 5,987 shares worth $2.1M. The position accounts for 0.2% of the portfolio, ranked #116.

Accurate Wealth Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Accurate Wealth Management held 5,987 shares of American Express worth $2.1M as of Q2 2026.
  • Accurate Wealth Management bought 1,335 American Express shares in Q2 2026, an estimated $427K.
  • American Express made up 0.2% of Accurate Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Accurate Wealth Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • 812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.