Aventura Private Wealth’s American Express AXP Stock Holding History

Aventura 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	$1.21M	Sell	3,579 -56	-2%	-$17.9K	0.37%	53
2026 Q1	$1.1M	Sell	3,635 -1,123	-24%	-$377K	0.4%	49
2025 Q4	$1.76M	Sell	4,758 -4	-0.1%	-$1.43K	0.63%	29
2025 Q3	$1.58M	Buy	4,762 +102	+2%	+$32.4K	0.58%	34
2025 Q2	$1.49M	Sell	4,660 -102	-2%	-$28.7K	0.64%	32
2025 Q1	$1.28M	Buy	4,762 +122	+3%	+$36.1K	0.67%	31
2024 Q4	$1.38M	Buy	+4,640	New	+$1.33M	0.74%	26

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

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

Aventura Private Wealth reduced its American Express (AXP) stake by 1.5% in Q2 2026, selling an estimated $17.9K and leaving 3,579 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #53.

Aventura Private Wealth first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Aventura Private Wealth held 3,579 shares of American Express worth $1.21M as of Q2 2026.
Aventura Private Wealth sold 56 American Express shares in Q2 2026, an estimated $17.9K.
American Express made up 0.37% of Aventura Private Wealth's portfolio in Q2 2026, its #53 holding.
Aventura Private Wealth first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's American Express position peaked at $1.76M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.