Carolina Wealth Advisors’s American Express AXP Stock Holding History

Carolina 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	$14.9K	Hold	44	–	–	0.01%	170
2026 Q1	$13.3K	Sell	44 -4	-8%	-$1.34K	0.01%	163
2025 Q4	$17.8K	Buy	48 +4	+9%	+$1.43K	0.01%	157
2025 Q3	$14.6K	Hold	44	–	–	0.01%	155
2025 Q2	$14K	Hold	44	–	–	0.01%	134
2025 Q1	$11.8K	Hold	44	–	–	0.01%	131
2024 Q4	$13.1K	Hold	44	–	–	0.01%	139
2024 Q3	$11.9K	Buy	44 +28	+175%	+$6.97K	0.01%	161
2024 Q2	$3.71K	Hold	16	–	–	﹤0.01%	173
2024 Q1	$3.64K	Hold	16	–	–	﹤0.01%	187
2023 Q4	$3K	Hold	16	–	–	﹤0.01%	197
2023 Q3	$2.39K	Hold	16	–	–	﹤0.01%	213
2023 Q2	$2.79K	Hold	16	–	–	﹤0.01%	201
2023 Q1	$2.64K	Hold	16	–	–	﹤0.01%	209
2022 Q4	$2K	Hold	16	–	–	﹤0.01%	199
2022 Q3	$2K	Hold	16	–	–	﹤0.01%	202
2022 Q2	$2K	Hold	16	–	–	﹤0.01%	230
2022 Q1	$3K	Hold	16	–	–	﹤0.01%	229
2021 Q4	$3K	Hold	16	–	–	﹤0.01%	231
2021 Q3	$3K	Hold	16	–	–	﹤0.01%	225
2021 Q2	$3K	Sell	16 -20	-56%	-$3.13K	﹤0.01%	247
2021 Q1	$5K	Buy	36 +20	+125%	+$2.64K	﹤0.01%	242
2020 Q4	$2K	Sell	16 -23	-59%	-$2.55K	﹤0.01%	212
2020 Q3	$4K	Buy	+39	New	+$3.84K	﹤0.01%	174

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

Carolina Wealth Advisors's AXP Position: Q2 2026 in Review

Carolina Wealth Advisors held its American Express (AXP) position steady in Q2 2026 at 44 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #170.

Carolina Wealth Advisors first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.8K in Q4 2025. 746 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Carolina Wealth Advisors held 44 shares of American Express worth $14.9K as of Q2 2026.
Carolina Wealth Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Carolina Wealth Advisors first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's American Express position peaked at $17.8K in Q4 2025.
746 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.