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BXM Wealth’s American Express AXP Stock Holding History

BXM Wealth’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 		$614K Buy
1,815
+985
+119% +$315K 0.33% 74
2026
Q1 		$251K Sell
830
-31,347
-97% -$10.5M 0.19% 113
2025
Q4 		$271K Buy
32,177
+30,761
+2,172% +$11M 0.21% 98
2025
Q3 		$470K Buy
1,416
+600
+74% +$191K 0.45% 63
2025
Q2 		$260K Buy
+816
New +$230K 0.31% 86

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
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

BXM Wealth's AXP Position: Q2 2026 in Review

BXM Wealth increased its American Express (AXP) stake by 119% in Q2 2026, buying an estimated $315K and bringing the position to 1,815 shares worth $614K. The position accounts for 0.33% of the portfolio, ranked #74.

BXM Wealth first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 982 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BXM Wealth held 1,815 shares of American Express worth $614K as of Q2 2026.
  • BXM Wealth bought 985 American Express shares in Q2 2026, an estimated $315K.
  • American Express made up 0.33% of BXM Wealth's portfolio in Q2 2026, its #74 holding.
  • BXM Wealth first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 982 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.