Calamos Wealth Management’s American Express AXP Stock Holding History

Calamos 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	$18M	Sell	53,099 -512	-1%	-$164K	0.54%	40
2026 Q1	$16.2M	Sell	53,611 -7,822	-13%	-$2.62M	0.56%	36
2025 Q4	$22.7M	Buy	61,433 +33	+0.1%	+$11.8K	0.78%	26
2025 Q3	$20.4M	Buy	61,400 +5,951	+11%	+$1.89M	0.73%	26
2025 Q2	$17.7M	Buy	55,449 +1,597	+3%	+$449K	0.75%	26
2025 Q1	$14.5M	Buy	53,852 +566	+1%	+$167K	0.72%	29
2024 Q4	$15.8M	Buy	53,286 +264	+0.5%	+$75.8K	0.79%	23
2024 Q3	$14.4M	Sell	53,022 -96	-0.2%	-$23.9K	0.74%	27
2024 Q2	$12.3M	Buy	53,118 +1,302	+3%	+$302K	0.66%	35
2024 Q1	$11.8M	Sell	51,816 -10,090	-16%	-$2.09M	0.66%	37
2023 Q4	$11.6M	Sell	61,906 -486	-0.8%	-$78.2K	0.73%	36
2023 Q3	$9.31M	Sell	62,392 -25	-0%	-$4.09K	0.71%	38
2023 Q2	$10.9M	Sell	62,417 -168	-0.3%	-$27.1K	0.8%	24
2023 Q1	$10.3M	Sell	62,585 -1,233	-2%	-$205K	0.81%	26
2022 Q4	$9.43M	Sell	63,818 -2,326	-4%	-$345K	0.73%	35
2022 Q3	$8.92M	Buy	66,144 +1,048	+2%	+$159K	0.77%	27
2022 Q2	$9.02M	Buy	65,096 +943	+1%	+$156K	0.8%	27
2022 Q1	$12M	Buy	64,153 +1,556	+2%	+$281K	0.9%	24
2021 Q4	$10.2M	Buy	62,597 +3,438	+6%	+$586K	0.75%	31
2021 Q3	$9.91M	Sell	59,159 -198	-0.3%	-$33.1K	0.8%	26
2021 Q2	$9.81M	Sell	59,357 -3,668	-6%	-$574K	0.76%	28
2021 Q1	$8.91M	Buy	63,025 +3,593	+6%	+$475K	0.73%	31
2020 Q4	$7.19M	Buy	59,432 +3,631	+7%	+$402K	0.66%	35
2020 Q3	$5.59M	Buy	55,801 +807	+1%	+$79.4K	0.64%	43
2020 Q2	$5.24M	Buy	54,994 +2,731	+5%	+$251K	0.65%	45
2020 Q1	$4.47M	Buy	+52,263	New	+$6.08M	0.68%	43
2014 Q2	–	Sell	-8,257	Closed	-$743K	–	219
2014 Q1	$743K	Buy	8,257 +659	+9%	+$58.9K	0.22%	143
2013 Q4	$689K	Sell	7,598 -994	-12%	-$81.7K	0.21%	152
2013 Q3	$649K	Buy	8,592 +315	+4%	+$23.7K	0.21%	148
2013 Q2	$619K	Buy	+8,277	New	+$589K	0.22%	128

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Calamos Wealth Management reduced its American Express (AXP) stake by 0.96% in Q2 2026, selling an estimated $164K and leaving 53,099 shares worth $18M. The position accounts for 0.54% of the portfolio, ranked #40.

Calamos Wealth Management first reported a position in AXP in Q2 2013 and has held it in 30 quarters since. The position peaked at $22.7M in Q4 2025. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Calamos Wealth Management held 53,099 shares of American Express worth $18M as of Q2 2026.
Calamos Wealth Management sold 512 American Express shares in Q2 2026, an estimated $164K.
American Express made up 0.54% of Calamos Wealth Management's portfolio in Q2 2026, its #40 holding.
Calamos Wealth Management first reported a position in American Express in Q2 2013 and has held it in 30 quarters since.
Calamos Wealth Management's American Express position peaked at $22.7M in Q4 2025.
1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.