CWG
AXP icon

Crown Wealth Group’s American Express AXP Stock Holding History

Crown Wealth Group’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 		$231K Buy
682
+13
+2% +$4.16K 0.06% 133
2026
Q1 		$202K Buy
669
+33
+5% +$11.1K 0.06% 143
2025
Q4 		$235K Buy
+636
New +$228K 0.07% 122

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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

Crown Wealth Group's AXP Position: Q2 2026 in Review

Crown Wealth Group increased its American Express (AXP) stake by 1.9% in Q2 2026, buying an estimated $4.16K and bringing the position to 682 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #133.

Crown Wealth Group first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Crown Wealth Group held 682 shares of American Express worth $231K as of Q2 2026.
  • Crown Wealth Group bought 13 American Express shares in Q2 2026, an estimated $4.16K.
  • American Express made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #133 holding.
  • Crown Wealth Group first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Crown Wealth Group's American Express position peaked at $235K in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.