Beaird Harris Wealth Management’s American Express AXP Stock Holding History

Beaird Harris 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	$151K	Buy	445 +19	+4%	+$6.08K	0.01%	169
2026 Q1	$129K	Buy	426 +6	+1%	+$2.01K	0.01%	166
2025 Q4	$155K	Sell	420 -7	-2%	-$2.5K	0.01%	154
2025 Q3	$142K	Hold	427	–	–	0.01%	152
2025 Q2	$136K	Buy	427 +26	+6%	+$7.32K	0.01%	154
2025 Q1	$108K	Hold	401	–	–	0.01%	163
2024 Q4	$119K	Buy	401 +119	+42%	+$34.2K	0.01%	158
2024 Q3	$76.3K	Buy	282 +9	+3%	+$2.24K	0.01%	200
2024 Q2	$63.2K	Sell	273 -232	-46%	-$53.7K	0.01%	200
2024 Q1	$115K	Sell	505 -19	-4%	-$3.94K	0.01%	147
2023 Q4	$98.1K	Buy	524 +24	+5%	+$3.86K	0.01%	142
2023 Q3	$74.6K	Buy	500 +19	+4%	+$3.11K	0.01%	141
2023 Q2	$83.7K	Buy	481 +1	+0.2%	+$161	0.01%	140
2023 Q1	$79.2K	Sell	480 -84	-15%	-$13.9K	0.01%	142
2022 Q4	$83.3K	Buy	564 +84	+18%	+$12.4K	0.02%	148
2022 Q3	$65K	Buy	480 +1	+0.2%	+$151	0.01%	142
2022 Q2	$66K	Sell	479 -123	-20%	-$20.3K	0.02%	119
2022 Q1	$113K	Sell	602 -500	-45%	-$90.3K	0.04%	121
2021 Q4	$180K	Buy	+1,102	New	+$188K	0.07%	120

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

Beaird Harris Wealth Management's AXP Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its American Express (AXP) stake by 4.5% in Q2 2026, buying an estimated $6.08K and bringing the position to 445 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #169.

Beaird Harris Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $180K in Q4 2021. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Beaird Harris Wealth Management held 445 shares of American Express worth $151K as of Q2 2026.
Beaird Harris Wealth Management bought 19 American Express shares in Q2 2026, an estimated $6.08K.
American Express made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #169 holding.
Beaird Harris Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's American Express position peaked at $180K in Q4 2021.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.