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Dogwood Wealth Management’s American Express AXP Stock Holding History

Dogwood 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 		$53.1K Buy
157
+42
+37% +$13.4K 0.02% 154
2026
Q1 		$34.8K Buy
115
+32
+39% +$10.7K 0.02% 177
2025
Q4 		$30.7K Buy
83
+13
+19% +$4.65K 0.01% 157
2025
Q3 		$23.3K Buy
70
+4
+6% +$1.27K 0.01% 174
2025
Q2 		$20.9K Buy
66
+62
+1,550% +$17.4K 0.01% 166
2025
Q1 		$1.08K Buy
+4
New +$1.18K ﹤0.01% 427
2024
Q3 		– Hold
0
– – – 213
2024
Q2 		– Hold
0
– – – 265
2024
Q1 		– Hold
0
– – – 260
2023
Q4 		– Hold
0
– – – 239

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
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

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

Dogwood Wealth Management increased its American Express (AXP) stake by 37% in Q2 2026, buying an estimated $13.4K and bringing the position to 157 shares worth $53.1K. The position accounts for 0.02% of the portfolio, ranked #154.

Dogwood Wealth Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Dogwood Wealth Management held 157 shares of American Express worth $53.1K as of Q2 2026.
  • Dogwood Wealth Management bought 42 American Express shares in Q2 2026, an estimated $13.4K.
  • American Express made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Dogwood Wealth Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.