Centurion Wealth Management’s American Express AXP Stock Holding History

Centurion 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	$594K	Sell	1,756 -34	-2%	-$10.9K	0.14%	140
2026 Q1	$541K	Sell	1,790 -23	-1%	-$7.71K	0.12%	157
2025 Q4	$671K	Buy	1,813 +3	+0.2%	+$1.07K	0.15%	120
2025 Q3	$601K	Buy	1,810 +1,000	+123%	+$318K	0.14%	131
2025 Q2	$258K	Buy	810 +20	+3%	+$5.63K	0.07%	194
2025 Q1	$234K	Hold	790	–	–	0.07%	186
2024 Q4	$234K	Hold	790	–	–	0.07%	186
2024 Q3	$214K	Buy	+790	New	+$197K	0.07%	197

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 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

OIAM

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

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

Centurion Wealth Management reduced its American Express (AXP) stake by 1.9% in Q2 2026, selling an estimated $10.9K and leaving 1,756 shares worth $594K. The position accounts for 0.14% of the portfolio, ranked #140.

Centurion Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $671K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Centurion Wealth Management held 1,756 shares of American Express worth $594K as of Q2 2026.
Centurion Wealth Management sold 34 American Express shares in Q2 2026, an estimated $10.9K.
American Express made up 0.14% of Centurion Wealth Management's portfolio in Q2 2026, its #140 holding.
Centurion Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Centurion Wealth Management's American Express position peaked at $671K in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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