Arista Wealth Management’s American Express AXP Stock Holding History

Arista 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	$3.76M	Buy	11,105 +480	+5%	+$154K	0.41%	33
2026 Q1	$3.21M	Sell	10,625 -47	-0.4%	-$15.8K	0.39%	33
2025 Q4	$3.95M	Sell	10,672 -165	-2%	-$59K	0.49%	27
2025 Q3	$3.6M	Buy	10,837 +651	+6%	+$207K	0.45%	29
2025 Q2	$3.25M	Buy	10,186 +7,899	+345%	+$2.22M	0.45%	31
2025 Q1	$615K	Buy	2,287 +12	+0.5%	+$3.55K	0.15%	33
2024 Q4	$675K	Buy	2,275 +37	+2%	+$10.6K	0.16%	34
2024 Q3	$607K	Buy	2,238 +26	+1%	+$6.47K	0.15%	37
2024 Q2	$512K	Buy	+2,212	New	+$512K	0.13%	37
2024 Q1	–	Sell	-1,853	Closed	-$347K	–	36
2023 Q4	$347K	Buy	1,853 +3	+0.2%	+$483	0.13%	37
2023 Q3	$276K	Buy	1,850 +11	+0.6%	+$1.8K	0.11%	48
2023 Q2	$320K	Buy	1,839 +3	+0.2%	+$484	0.13%	41
2023 Q1	$303K	Buy	1,836 +1	+0.1%	+$166	0.17%	46
2022 Q4	$271K	Buy	+1,835	New	+$272K	0.17%	55

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Arista Wealth Management increased its American Express (AXP) stake by 4.5% in Q2 2026, buying an estimated $154K and bringing the position to 11,105 shares worth $3.76M. The position accounts for 0.41% of the portfolio, ranked #33.

Arista Wealth Management first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.95M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Arista Wealth Management held 11,105 shares of American Express worth $3.76M as of Q2 2026.
Arista Wealth Management bought 480 American Express shares in Q2 2026, an estimated $154K.
American Express made up 0.41% of Arista Wealth Management's portfolio in Q2 2026, its #33 holding.
Arista Wealth Management first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Arista Wealth Management's American Express position peaked at $3.95M in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.