Austin Wealth Management’s American Express AXP Stock Holding History

Austin 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	$407K	Sell	1,145 -194	-14%	-$62.1K	0.09%	88
2026 Q1	$409K	Sell	1,339 -149	-10%	-$50K	0.09%	83
2025 Q4	$570K	Sell	1,488 -3	-0.2%	-$1.07K	0.08%	91
2025 Q3	$525K	Buy	1,491 +3	+0.2%	+$954	0.08%	97
2025 Q2	$445K	Buy	1,488 +35	+2%	+$9.85K	0.08%	87
2025 Q1	$388K	Buy	1,453 +79	+6%	+$23.4K	0.08%	88
2024 Q4	$429K	Buy	1,374 +129	+10%	+$37.1K	0.09%	83
2024 Q3	$334K	Hold	1,245	–	–	0.07%	90
2024 Q2	$297K	Buy	1,245 +5	+0.4%	+$1.16K	0.07%	92
2024 Q1	$298K	Hold	1,240	–	–	0.07%	88
2023 Q4	$264K	Hold	1,240	–	–	0.07%	96
2023 Q3	$204K	Buy	+1,240	New	+$203K	0.06%	95

Other funds holding AXP

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

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

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

Austin Wealth Management reduced its American Express (AXP) stake by 14% in Q2 2026, selling an estimated $62.1K and leaving 1,145 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #88.

Austin Wealth Management first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $570K in Q4 2025. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Austin Wealth Management held 1,145 shares of American Express worth $407K as of Q2 2026.
Austin Wealth Management sold 194 American Express shares in Q2 2026, an estimated $62.1K.
American Express made up 0.09% of Austin Wealth Management's portfolio in Q2 2026, its #88 holding.
Austin Wealth Management first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's American Express position peaked at $570K in Q4 2025.
852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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