Activest Wealth Management’s American Express AXP Stock Holding History

Activest 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	$143K	Sell	423 -1,022	-71%	-$327K	0.03%	146
2026 Q1	$437K	Sell	1,445 -4	-0.3%	-$1.34K	0.08%	99
2025 Q4	$536K	Buy	1,449 +898	+163%	+$321K	0.1%	88
2025 Q3	$183K	Buy	551 +40	+8%	+$12.7K	0.04%	135
2025 Q2	$163K	Buy	511 +124	+32%	+$34.9K	0.04%	106
2025 Q1	$104K	Buy	387 +264	+215%	+$78K	0.03%	130
2024 Q4	$36.5K	Sell	123 -34	-22%	-$9.77K	0.01%	199
2024 Q3	$42.6K	Sell	157 -612	-80%	-$152K	0.01%	185
2024 Q2	$178K	Buy	769 +713	+1,273%	+$165K	0.06%	88
2024 Q1	$12.8K	Buy	+56	New	+$11.6K	0.01%	204
2023 Q4	–	Sell	-56	Closed	-$8.36K	–	333
2023 Q3	$8.36K	Hold	56	–	–	0.01%	189
2023 Q2	$5.1K	Hold	56	–	–	﹤0.01%	216
2023 Q1	$9.74K	Buy	+56	New	+$9.29K	0.01%	165
2022 Q3	–	Sell	-56	Closed	-$8K	–	447
2022 Q2	$8K	Hold	56	–	–	0.01%	211
2022 Q1	$10K	Hold	56	–	–	0.01%	200
2021 Q4	$9K	Hold	56	–	–	0.01%	207
2021 Q3	$9K	Sell	56 -50	-47%	-$8.36K	0.01%	233
2021 Q2	$18K	Buy	106 +50	+89%	+$7.83K	0.01%	153
2021 Q1	$8K	Buy	+56	New	+$7.4K	0.01%	204

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Activest Wealth Management reduced its American Express (AXP) stake by 71% in Q2 2026, selling an estimated $327K and leaving 423 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #146.

Activest Wealth Management first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $536K in Q4 2025. 1,128 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Activest Wealth Management held 423 shares of American Express worth $143K as of Q2 2026.
Activest Wealth Management sold 1,022 American Express shares in Q2 2026, an estimated $327K.
American Express made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #146 holding.
Activest Wealth Management first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's American Express position peaked at $536K in Q4 2025.
1,128 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.