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Aurora Private Wealth’s American Express AXP Stock Holding History

Aurora Private Wealth’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 		$404K Buy
1,196
+151
+14% +$48.3K 0.26% 97
2026
Q1 		$387K Sell
1,045
-103
-9% -$34.5K 0.28% 90
2025
Q4 		$425K Buy
+1,148
New +$411K 0.28% 87
2025
Q2 		$2.15M Buy
6,724
+182
+3% +$51.2K 1.59% 15
2025
Q1 		$1.76M Sell
6,542
-171
-3% -$50.5K 1.41% 17
2024
Q4 		$1.99M Buy
6,713
+269
+4% +$77.3K 1.49% 14
2024
Q3 		$1.75M Buy
6,444
+103
+2% +$25.6K 1.37% 15
2024
Q2 		$1.47M Sell
6,341
-21
-0.3% -$4.86K 1.29% 17
2024
Q1 		$1.45M Hold
6,362
– – 1.25% 18
2023
Q4 		$1.19M Hold
6,362
– – 1.12% 19
2023
Q3 		$949K Hold
6,362
– – 1.05% 23
2023
Q2 		$1.11M Sell
6,362
-297
-4% -$47.9K 1.26% 18
2023
Q1 		$1.1M Hold
6,659
– – 1.17% 19
2022
Q4 		$984K Hold
6,659
– – 1.13% 23
2022
Q3 		$898K Sell
6,659
-125
-2% -$18.9K 0.42% 40
2022
Q2 		$940K Buy
6,784
+125
+2% +$20.6K 0.42% 44
2022
Q1 		$1.25M Hold
6,659
– – 0.51% 34
2021
Q4 		$1.09M Sell
6,659
-93
-1% -$15.9K 0.47% 38
2021
Q3 		$1.13M Buy
6,752
+390
+6% +$65.2K 0.46% 45
2021
Q2 		$1.05M Buy
6,362
+210
+3% +$32.9K 0.42% 54
2021
Q1 		$870K Sell
6,152
-2
-0% -$264 0.36% 63
2020
Q4 		$744K Sell
6,154
-520
-8% -$57.6K 0.31% 71
2020
Q3 		$669K Hold
6,674
– – 0.29% 65
2020
Q2 		$635K Sell
6,674
-10,931
-62% -$1.01M 0.29% 64
2020
Q1 		$1.51M Buy
17,605
+8,025
+84% +$934K 0.53% 41
2019
Q4 		$1.19M Buy
+9,580
New +$1.14M 0.42% 43

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aurora Private Wealth's AXP Position: Q2 2026 in Review

Aurora Private Wealth increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $48.3K and bringing the position to 1,196 shares worth $404K. The position accounts for 0.26% of the portfolio, ranked #97.

Aurora Private Wealth first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.15M in Q2 2025. 1,091 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aurora Private Wealth held 1,196 shares of American Express worth $404K as of Q2 2026.
  • Aurora Private Wealth bought 151 American Express shares in Q2 2026, an estimated $48.3K.
  • American Express made up 0.26% of Aurora Private Wealth's portfolio in Q2 2026, its #97 holding.
  • Aurora Private Wealth first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's American Express position peaked at $2.15M in Q2 2025.
  • 1,091 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.