AWM
AXP icon

Avior Wealth Management’s American Express AXP Stock Holding History

Avior 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 		$5.57M Buy
16,468
+88
+0.5% +$28.2K 0.15% 134
2026
Q1 		$4.95M Sell
16,380
-36
-0.2% -$12.1K 0.14% 138
2025
Q4 		$6.07M Sell
16,416
-388
-2% -$139K 0.19% 99
2025
Q3 		$5.58M Buy
16,804
+3,970
+31% +$1.26M 0.18% 104
2025
Q2 		$4.09M Sell
12,834
-990
-7% -$279K 0.14% 120
2025
Q1 		$3.72M Sell
13,824
-299
-2% -$88.4K 0.14% 123
2024
Q4 		$4.19M Sell
14,123
-2,803
-17% -$805K 0.15% 107
2024
Q3 		$4.59M Sell
16,926
-422
-2% -$105K 0.18% 94
2024
Q2 		$4.02M Sell
17,348
-1,317
-7% -$305K 0.17% 105
2024
Q1 		$4.25M Sell
18,665
-233
-1% -$48.3K 0.2% 95
2023
Q4 		$3.54M Buy
18,898
+390
+2% +$62.8K 0.21% 88
2023
Q3 		$2.76M Sell
18,508
-785
-4% -$128K 0.19% 98
2023
Q2 		$3.36M Buy
19,293
+401
+2% +$64.7K 0.22% 87
2023
Q1 		$3.12M Sell
18,892
-805
-4% -$134K 0.21% 94
2022
Q4 		$2.91M Sell
19,697
-303
-2% -$44.9K 0.22% 95
2022
Q3 		$2.7M Buy
20,000
+465
+2% +$70.4K 0.22% 89
2022
Q2 		$2.71M Buy
19,535
+721
+4% +$119K 0.27% 76
2022
Q1 		$3.52M Sell
18,814
-716
-4% -$129K 0.3% 69
2021
Q4 		$3.19M Sell
19,530
-81
-0.4% -$13.8K 0.26% 81
2021
Q3 		$3.29M Buy
19,611
+305
+2% +$51K 0.27% 73
2021
Q2 		$3.19M Sell
19,306
-223
-1% -$34.9K 0.32% 67
2021
Q1 		$2.76M Buy
19,529
+101
+0.5% +$13.3K 0.3% 80
2020
Q4 		$2.35M Sell
19,428
-204
-1% -$22.6K 0.29% 84
2020
Q3 		$1.97M Buy
19,632
+3,281
+20% +$323K 0.28% 82
2020
Q2 		$1.56M Buy
16,351
+426
+3% +$39.2K 0.24% 102
2020
Q1 		$1.36M Sell
15,925
-3,204
-17% -$373K 0.27% 97
2019
Q4 		$2.38M Sell
19,129
-1,108
-5% -$132K 0.38% 65
2019
Q3 		$2.39M Sell
20,237
-490
-2% -$60.1K 0.42% 64
2019
Q2 		$2.56M Buy
20,727
+1,162
+6% +$136K 0.46% 58
2019
Q1 		$2.1M Sell
19,565
-365
-2% -$38.4K 0.45% 55
2018
Q4 		$1.89M Sell
19,930
-1,389
-7% -$145K 0.46% 55
2018
Q3 		$2.24M Buy
21,319
+122
+0.6% +$12.7K 0.48% 55
2018
Q2 		$2.06M Sell
21,197
-778
-4% -$76.5K 0.47% 57
2018
Q1 		$2.04M Sell
21,975
-2,264
-9% -$219K 0.47% 56
2017
Q4 		$2.39M Buy
24,239
+6,313
+35% +$601K 0.53% 47
2017
Q3 		$1.58M Buy
17,926
+480
+3% +$41.3K 0.52% 61
2017
Q2 		$1.44M Sell
17,446
-3,824
-18% -$303K 0.59% 54
2017
Q1 		$1.66M Buy
21,270
+2,530
+14% +$198K 0.55% 56
2016
Q4 		$1.37M Buy
18,740
+90
+0.5% +$6.23K 0.51% 69
2016
Q3 		$1.2M Buy
18,650
+2,135
+13% +$137K 0.47% 78
2016
Q2 		$997K Buy
16,515
+539
+3% +$34.1K 0.42% 85
2016
Q1 		$981K Buy
15,976
+2,486
+18% +$145K 0.43% 84
2015
Q4 		$938K Buy
13,490
+720
+6% +$52.4K 0.51% 67
2015
Q3 		$948K Buy
12,770
+12,570
+6,285% +$967K 0.56% 61
2015
Q2 		$16K Hold
200
– – 0.01% 228
2015
Q1 		$16K Buy
+200
New +$16.6K 0.01% 217

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
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

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

Avior Wealth Management increased its American Express (AXP) stake by 0.54% in Q2 2026, buying an estimated $28.2K and bringing the position to 16,468 shares worth $5.57M. The position accounts for 0.15% of the portfolio, ranked #134.

Avior Wealth Management first reported a position in AXP in Q1 2015 and has held it in 46 quarters since. The position peaked at $6.07M in Q4 2025. 745 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Avior Wealth Management held 16,468 shares of American Express worth $5.57M as of Q2 2026.
  • Avior Wealth Management bought 88 American Express shares in Q2 2026, an estimated $28.2K.
  • American Express made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Avior Wealth Management first reported a position in American Express in Q1 2015 and has held it in 46 quarters since.
  • Avior Wealth Management's American Express position peaked at $6.07M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.