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Commonwealth Financial Services’s American Express AXP Stock Holding History

Commonwealth Financial Services’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 		$334K Buy
986
+153
+18% +$49K 0.04% 196
2026
Q1 		$252K Buy
833
+133
+19% +$44.6K 0.04% 207
2025
Q4 		$259K Buy
700
+38
+6% +$13.6K 0.04% 191
2025
Q3 		$220K Buy
+662
New +$211K 0.04% 208

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

Commonwealth Financial Services's AXP Position: Q2 2026 in Review

Commonwealth Financial Services increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $49K and bringing the position to 986 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #196.

Commonwealth Financial Services first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 591 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Commonwealth Financial Services held 986 shares of American Express worth $334K as of Q2 2026.
  • Commonwealth Financial Services bought 153 American Express shares in Q2 2026, an estimated $49K.
  • American Express made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #196 holding.
  • Commonwealth Financial Services first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 591 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.