BWP
AXP icon

BSW Wealth Partners’s American Express AXP Stock Holding History

BSW Wealth Partners’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 		$1.39M Sell
4,122
-177
-4% -$56.7K 0.16% 78
2026
Q1 		$1.3M Buy
4,299
+17
+0.4% +$5.7K 0.16% 79
2025
Q4 		$1.58M Buy
4,282
+31
+0.7% +$11.1K 0.19% 65
2025
Q3 		$1.41M Buy
4,251
+193
+5% +$61.4K 0.18% 70
2025
Q2 		$1.29M Buy
4,058
+30
+0.7% +$8.44K 0.18% 70
2025
Q1 		$1.08M Buy
4,028
+178
+5% +$52.6K 0.16% 77
2024
Q4 		$1.14M Buy
3,850
+319
+9% +$91.6K 0.17% 78
2024
Q3 		$958K Sell
3,531
-20
-0.6% -$4.98K 0.14% 84
2024
Q2 		$822K Sell
3,551
-5
-0.1% -$1.16K 0.13% 88
2024
Q1 		$810K Buy
3,556
+273
+8% +$56.6K 0.14% 92
2023
Q4 		$615K Buy
3,283
+22
+0.7% +$3.54K 0.12% 104
2023
Q3 		$486K Buy
3,261
+121
+4% +$19.8K 0.11% 112
2023
Q2 		$547K Sell
3,140
-61
-2% -$9.84K 0.11% 104
2023
Q1 		$528K Sell
3,201
-49
-2% -$8.13K 0.11% 131
2022
Q4 		$480K Buy
3,250
+978
+43% +$145K 0.1% 140
2022
Q3 		$307K Sell
2,272
-959
-30% -$145K 0.08% 179
2022
Q2 		$448K Sell
3,231
-316
-9% -$52.2K 0.11% 134
2022
Q1 		$663K Buy
3,547
+413
+13% +$74.6K 0.17% 100
2021
Q4 		$513K Sell
3,134
-123
-4% -$21K 0.13% 118
2021
Q3 		$546K Sell
3,257
-211
-6% -$35.3K 0.15% 97
2021
Q2 		$573K Buy
3,468
+495
+17% +$77.5K 0.16% 89
2021
Q1 		$421K Buy
2,973
+141
+5% +$18.6K 0.12% 103
2020
Q4 		$342K Buy
+2,832
New +$314K 0.11% 111

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

BSW Wealth Partners's AXP Position: Q2 2026 in Review

BSW Wealth Partners reduced its American Express (AXP) stake by 4.1% in Q2 2026, selling an estimated $56.7K and leaving 4,122 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #78.

BSW Wealth Partners first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.58M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BSW Wealth Partners held 4,122 shares of American Express worth $1.39M as of Q2 2026.
  • BSW Wealth Partners sold 177 American Express shares in Q2 2026, an estimated $56.7K.
  • American Express made up 0.16% of BSW Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • BSW Wealth Partners first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • BSW Wealth Partners's American Express position peaked at $1.58M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.