Empirical Wealth Management’s American Express AXP Stock Holding History

Empirical 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	$5.24M	Buy	15,479 +1,499	+11%	+$480K	0.08%	154
2026 Q1	$4.23M	Buy	13,980 +31	+0.2%	+$10.4K	0.07%	167
2025 Q4	$5.16M	Sell	13,949 -753	-5%	-$269K	0.09%	141
2025 Q3	$4.88M	Sell	14,702 -2,742	-16%	-$872K	0.1%	139
2025 Q2	$5.56M	Buy	17,444 +2,037	+13%	+$573K	0.13%	124
2025 Q1	$4.15M	Buy	15,407 +7,391	+92%	+$2.18M	0.11%	142
2024 Q4	$2.38M	Sell	8,016 -144	-2%	-$41.4K	0.06%	173
2024 Q3	$2.21M	Buy	8,160 +127	+2%	+$31.6K	0.06%	177
2024 Q2	$1.86M	Buy	8,033 +1,331	+20%	+$308K	0.06%	190
2024 Q1	$1.53M	Buy	6,702 +2,423	+57%	+$502K	0.05%	210
2023 Q4	$802K	Buy	4,279 +192	+5%	+$30.9K	0.03%	260
2023 Q3	$610K	Buy	4,087 +1,112	+37%	+$182K	0.02%	281
2023 Q2	$518K	Buy	2,975 +245	+9%	+$39.5K	0.02%	300
2023 Q1	$450K	Buy	2,730 +408	+18%	+$67.7K	0.02%	333
2022 Q4	$343K	Sell	2,322 -171	-7%	-$25.3K	0.02%	362
2022 Q3	$336K	Buy	2,493 +104	+4%	+$15.7K	0.02%	355
2022 Q2	$331K	Buy	2,389 +1,089	+84%	+$180K	0.02%	363
2022 Q1	$243K	Sell	1,300 -180	-12%	-$32.5K	0.01%	437
2021 Q4	$242K	Sell	1,480 -198	-12%	-$33.8K	0.01%	455
2021 Q3	$281K	Buy	1,678 +309	+23%	+$51.7K	0.02%	386
2021 Q2	$226K	Buy	+1,369	New	+$214K	0.01%	408
2020 Q4	–	Sell	-4,344	Closed	-$435K	–	381
2020 Q3	$435K	Buy	4,344 +598	+16%	+$58.8K	0.04%	235
2020 Q2	$357K	Buy	3,746 +498	+15%	+$45.9K	0.03%	256
2020 Q1	$278K	Buy	3,248 +224	+7%	+$26.1K	0.03%	257
2019 Q4	$376K	Sell	3,024 -300	-9%	-$35.9K	0.04%	223
2019 Q3	$393K	Sell	3,324 -137	-4%	-$16.8K	0.05%	201
2019 Q2	$427K	Buy	3,461 +244	+8%	+$28.7K	0.06%	170
2019 Q1	$352K	Buy	+3,217	New	+$338K	0.05%	172
2015 Q1	–	Sell	-2,421	Closed	-$225K	–	100
2014 Q4	$225K	Buy	+2,421	New	+$217K	0.06%	96

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

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

Empirical Wealth Management increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $480K and bringing the position to 15,479 shares worth $5.24M. The position accounts for 0.08% of the portfolio, ranked #154.

Empirical Wealth Management first reported a position in AXP in Q4 2014 and has held it in 29 quarters since. The position peaked at $5.56M in Q2 2025. 1,205 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Empirical Wealth Management held 15,479 shares of American Express worth $5.24M as of Q2 2026.
Empirical Wealth Management bought 1,499 American Express shares in Q2 2026, an estimated $480K.
American Express made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #154 holding.
Empirical Wealth Management first reported a position in American Express in Q4 2014 and has held it in 29 quarters since.
Empirical Wealth Management's American Express position peaked at $5.56M in Q2 2025.
1,205 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.