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Coquina Private Wealth LLC’s American Express AXP Stock Holding History

Coquina Private Wealth LLC’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 		$284K Hold
840
– – 0.19% 78
2026
Q1 		$254K Sell
840
-128
-13% -$42.9K 0.2% 72
2025
Q4 		$358K Buy
+968
New +$346K 0.29% 56

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Coquina Private Wealth LLC's AXP Position: Q2 2026 in Review

Coquina Private Wealth LLC held its American Express (AXP) position steady in Q2 2026 at 840 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #78.

Coquina Private Wealth LLC first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q4 2025. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Coquina Private Wealth LLC held 840 shares of American Express worth $284K as of Q2 2026.
  • Coquina Private Wealth LLC left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.19% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #78 holding.
  • Coquina Private Wealth LLC first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's American Express position peaked at $358K in Q4 2025.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.