Broadway Wealth Solutions’s American Express AXP Stock Holding History

Broadway Wealth Solutions’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	$286K	Hold	845	–	–	0.13%	73
2026 Q1	$256K	Hold	845	–	–	0.13%	82
2025 Q4	$313K	Sell	845 -2	-0.2%	-$716	0.17%	64
2025 Q3	$281K	Sell	847 -3	-0.4%	-$954	0.16%	76
2025 Q2	$271K	Sell	850 -79	-9%	-$22.2K	0.17%	75
2025 Q1	$250K	Hold	929	–	–	0.18%	71
2024 Q4	$276K	Buy	+929	New	+$267K	0.21%	69

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

Broadway Wealth Solutions's AXP Position: Q2 2026 in Review

Broadway Wealth Solutions held its American Express (AXP) position steady in Q2 2026 at 845 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #73.

Broadway Wealth Solutions first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q4 2025. 780 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Broadway Wealth Solutions held 845 shares of American Express worth $286K as of Q2 2026.
Broadway Wealth Solutions left its American Express share count unchanged in Q2 2026.
American Express made up 0.13% of Broadway Wealth Solutions's portfolio in Q2 2026, its #73 holding.
Broadway Wealth Solutions first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's American Express position peaked at $313K in Q4 2025.
780 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.