AWA
AXP icon

Amplius Wealth Advisors’s American Express AXP Stock Holding History

Amplius 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 		$850K Buy
2,512
+1,036
+70% +$332K 0.06% 86
2026
Q1 		$446K Sell
1,476
-15
-1% -$5.03K 0.04% 115
2025
Q4 		$552K Buy
1,491
+22
+1% +$7.87K 0.05% 98
2025
Q3 		$488K Sell
1,469
-207
-12% -$65.8K 0.04% 106
2025
Q2 		$535K Buy
1,676
+46
+3% +$12.9K 0.05% 113
2025
Q1 		$439K Buy
1,630
+3
+0.2% +$887 0.05% 118
2024
Q4 		$483K Buy
1,627
+77
+5% +$22.1K 0.05% 107
2024
Q3 		$420K Buy
1,550
+2
+0.1% +$498 0.05% 110
2024
Q2 		$358K Hold
1,548
– – 0.04% 118
2024
Q1 		$352K Buy
1,548
+48
+3% +$9.95K 0.04% 116
2023
Q4 		$281K Buy
1,500
+40
+3% +$6.44K 0.03% 130
2023
Q3 		$218K Buy
1,460
+1
+0.1% +$164 0.03% 145
2023
Q2 		$254K Sell
1,459
-29
-2% -$4.68K 0.03% 135
2023
Q1 		$245K Buy
1,488
+35
+2% +$5.81K 0.04% 140
2022
Q4 		$215K Buy
+1,453
New +$215K 0.03% 146
2022
Q2 		– Sell
-1,463
Closed -$273K – 176
2022
Q1 		$273K Buy
1,463
+61
+4% +$11K 0.04% 140
2021
Q4 		$229K Buy
+1,402
New +$239K 0.03% 172

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

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

Amplius Wealth Advisors increased its American Express (AXP) stake by 70% in Q2 2026, buying an estimated $332K and bringing the position to 2,512 shares worth $850K. The position accounts for 0.06% of the portfolio, ranked #86.

Amplius Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 17 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Amplius Wealth Advisors held 2,512 shares of American Express worth $850K as of Q2 2026.
  • Amplius Wealth Advisors bought 1,036 American Express shares in Q2 2026, an estimated $332K.
  • American Express made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Amplius Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 17 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.