Blue Zone Wealth Advisors’s American Express AXP Stock Holding History

Blue Zone Wealth Advisors’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	$6.7M	Sell	19,800 -1,660	-8%	-$531K	1.17%	22
2026 Q1	$6.49M	Sell	21,460 -1,051	-5%	-$352K	1.32%	23
2025 Q4	$8.33M	Sell	22,511 -360	-2%	-$129K	1.59%	19
2025 Q3	$7.6M	Buy	22,871 +230	+1%	+$73.2K	1.52%	23
2025 Q2	$7.22M	Buy	22,641 +16,354	+260%	+$4.6M	1.8%	19
2025 Q1	$1.69M	Sell	6,287 -795	-11%	-$235K	0.47%	59
2024 Q4	$2.1M	Sell	7,082 -82	-1%	-$23.6K	0.61%	58
2024 Q3	$1.94M	Sell	7,164 -567	-7%	-$141K	0.6%	55
2024 Q2	$1.79M	Sell	7,731 -716	-8%	-$166K	0.62%	54
2024 Q1	$1.92M	Sell	8,447 -594	-7%	-$123K	0.66%	53
2023 Q4	$1.69M	Sell	9,041 -34	-0.4%	-$5.47K	0.68%	51
2023 Q3	$1.35M	Sell	9,075 -33	-0.4%	-$5.4K	0.59%	51
2023 Q2	$1.59M	Hold	9,108	–	–	0.73%	48
2023 Q1	$1.5M	Sell	9,108 -3,599	-28%	-$597K	0.8%	42
2022 Q4	$1.88M	Sell	12,707 -3	-0%	-$445	1%	36
2022 Q3	$1.72M	Sell	12,710 -9,300	-42%	-$1.41M	0.89%	43
2022 Q2	$3.05M	Sell	22,010 -504	-2%	-$83.3K	1.38%	27
2022 Q1	$4.21M	Sell	22,514 -3,634	-14%	-$656K	1.57%	24
2021 Q4	$4.28M	Sell	26,148 -19	-0.1%	-$3.24K	1.41%	22
2021 Q3	$4.38M	Sell	26,167 -86	-0.3%	-$14.4K	1.52%	17
2021 Q2	$4.34M	Sell	26,253 -72	-0.3%	-$11.3K	1.63%	16
2021 Q1	$3.72M	Sell	26,325 -12	-0%	-$1.59K	1.58%	17
2020 Q4	$3.18M	Buy	26,337 +496	+2%	+$54.9K	1.54%	22
2020 Q3	$2.59M	Buy	25,841 +6,739	+35%	+$663K	1.46%	20
2020 Q2	$1.82M	Buy	+19,102	New	+$1.76M	1.02%	27

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Blue Zone Wealth Advisors's AXP Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its American Express (AXP) stake by 7.7% in Q2 2026, selling an estimated $531K and leaving 19,800 shares worth $6.7M. The position accounts for 1.17% of the portfolio, ranked #22.

Blue Zone Wealth Advisors first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.33M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Blue Zone Wealth Advisors held 19,800 shares of American Express worth $6.7M as of Q2 2026.
Blue Zone Wealth Advisors sold 1,660 American Express shares in Q2 2026, an estimated $531K.
American Express made up 1.17% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Blue Zone Wealth Advisors first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
Blue Zone Wealth Advisors's American Express position peaked at $8.33M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.