EIP
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Essential Investment Partners’s American Express AXP Stock Holding History

Essential Investment 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 		$101K Hold
300
– – 0.08% 118
2026
Q1 		$90.7K Hold
300
– – 0.08% 115
2025
Q4 		$111K Buy
+300
New +$107K 0.1% 101

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

Essential Investment Partners's AXP Position: Q2 2026 in Review

Essential Investment Partners held its American Express (AXP) position steady in Q2 2026 at 300 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #118.

Essential Investment Partners first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Essential Investment Partners held 300 shares of American Express worth $101K as of Q2 2026.
  • Essential Investment Partners left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.08% of Essential Investment Partners's portfolio in Q2 2026, its #118 holding.
  • Essential Investment Partners first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's American Express position peaked at $111K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.