AC
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Apella Capital’s American Express AXP Stock Holding History

Apella Capital’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 		$2.01M Sell
5,742
-270
-4% -$86.4K 0.03% 261
2026
Q1 		$1.99M Buy
6,012
+1,439
+31% +$482K 0.03% 257
2025
Q4 		$1.69M Buy
4,573
+193
+4% +$69.1K 0.03% 218
2025
Q3 		$1.42M Buy
4,380
+333
+8% +$106K 0.03% 212
2025
Q2 		$1.31M Buy
4,047
+3,055
+308% +$860K 0.04% 193
2025
Q1 		$260K Buy
992
+61
+7% +$18K 0.01% 335
2024
Q4 		$276K Sell
931
-29
-3% -$8.33K 0.01% 293
2024
Q3 		$260K Buy
960
+29
+3% +$7.22K 0.01% 285
2024
Q2 		$221K Buy
931
+1
+0.1% +$232 0.01% 288
2024
Q1 		$204K Buy
+930
New +$193K 0.01% 283

Other funds holding AXP

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Apella Capital's AXP Position: Q2 2026 in Review

Apella Capital reduced its American Express (AXP) stake by 4.5% in Q2 2026, selling an estimated $86.4K and leaving 5,742 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #261.

Apella Capital first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Apella Capital held 5,742 shares of American Express worth $2.01M as of Q2 2026.
  • Apella Capital sold 270 American Express shares in Q2 2026, an estimated $86.4K.
  • American Express made up 0.03% of Apella Capital's portfolio in Q2 2026, its #261 holding.
  • Apella Capital first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.