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Enclave Advisors’s American Express AXP Stock Holding History

Enclave Advisors’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 		$460K Sell
1,359
-149
-10% -$47.7K 0.06% 98
2026
Q1 		$456K Sell
1,508
-2,077
-58% -$696K 0.07% 97
2025
Q4 		$1.33M Sell
3,585
-6
-0.2% -$2.15K 0.19% 62
2025
Q3 		$1.19M Buy
3,591
+2,244
+167% +$714K 0.18% 56
2025
Q2 		$430K Buy
1,347
+20
+2% +$5.63K 0.07% 81
2025
Q1 		$357K Sell
1,327
-136
-9% -$40.2K 0.06% 86
2024
Q4 		$434K Buy
1,463
+1
+0.1% +$287 0.07% 83
2024
Q3 		$397K Buy
+1,462
New +$364K 0.07% 85

Other funds holding AXP

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
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return