BigSur Wealth Management’s American Express AXP Stock Holding History

BigSur 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	$252K	Hold	744	–	–	0.06%	146
2026 Q1	$225K	Sell	744 -1,409	-65%	-$472K	0.06%	148
2025 Q4	$797K	Hold	2,153	–	–	0.19%	96
2025 Q3	$715K	Sell	2,153 -2,500	-54%	-$795K	0.18%	100
2025 Q2	$1.48M	Sell	4,653 -2	-0%	-$563	0.37%	70
2025 Q1	$1.25M	Buy	4,655 +52	+1%	+$15.4K	0.34%	77
2024 Q4	$1.37M	Hold	4,603	–	–	0.39%	65
2024 Q3	$1.25M	Buy	4,603 +703	+18%	+$175K	0.34%	75
2024 Q2	$903K	Hold	3,900	–	–	0.28%	86
2024 Q1	$888K	Hold	3,900	–	–	0.28%	86
2023 Q4	$731K	Sell	3,900 -200	-5%	-$32.2K	0.35%	69
2023 Q3	$612K	Sell	4,100 -300	-7%	-$49.1K	0.31%	73
2023 Q2	$766K	Sell	4,400 -300	-6%	-$48.4K	0.37%	68
2023 Q1	$775K	Hold	4,700	–	–	0.36%	68
2022 Q4	$694K	Sell	4,700 -300	-6%	-$44.5K	0.33%	67
2022 Q3	$675K	Hold	5,000	–	–	0.34%	67
2022 Q2	$696K	Hold	5,000	–	–	0.33%	70
2022 Q1	$935K	Hold	5,000	–	–	0.36%	70
2021 Q4	$818K	Buy	+5,000	New	+$853K	0.32%	71

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

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

BigSur Wealth Management held its American Express (AXP) position steady in Q2 2026 at 744 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #146.

BigSur Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2025. 764 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

BigSur Wealth Management held 744 shares of American Express worth $252K as of Q2 2026.
BigSur Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.06% of BigSur Wealth Management's portfolio in Q2 2026, its #146 holding.
BigSur Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
BigSur Wealth Management's American Express position peaked at $1.48M in Q2 2025.
764 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.