EWP
AXP icon

Elevation Wealth Partners’s American Express AXP Stock Holding History

Elevation Wealth Partners’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 		$17.6K Buy
52
+11
+27% +$3.52K 0.01% 631
2026
Q1 		$12.4K Sell
41
-1
-2% -$335 ﹤0.01% 466
2025
Q4 		$15.5K Buy
42
+15
+56% +$5.37K 0.01% 417
2025
Q3 		$8.97K Buy
+27
New +$8.59K ﹤0.01% 398

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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Elevation Wealth Partners's AXP Position: Q2 2026 in Review

Elevation Wealth Partners increased its American Express (AXP) stake by 27% in Q2 2026, buying an estimated $3.52K and bringing the position to 52 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #631.

Elevation Wealth Partners first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 1,257 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Elevation Wealth Partners held 52 shares of American Express worth $17.6K as of Q2 2026.
  • Elevation Wealth Partners bought 11 American Express shares in Q2 2026, an estimated $3.52K.
  • American Express made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #631 holding.
  • Elevation Wealth Partners first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 1,257 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.