Fifth Third Wealth Advisors’s American Express AXP Stock Holding History

Fifth Third Wealth 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	$4.23M	Sell	12,498 -331	-3%	-$106K	0.12%	127
2026 Q1	$3.88M	Sell	12,829 -712	-5%	-$239K	0.13%	124
2025 Q4	$5.01M	Buy	13,541 +94	+0.7%	+$33.6K	0.18%	96
2025 Q3	$4.47M	Sell	13,447 -263	-2%	-$83.7K	0.16%	98
2025 Q2	$4.37M	Buy	13,710 +1,170	+9%	+$329K	0.18%	97
2025 Q1	$3.37M	Buy	12,540 +333	+3%	+$98.4K	0.17%	98
2024 Q4	$3.62M	Buy	12,207 +498	+4%	+$143K	0.2%	78
2024 Q3	$3.18M	Buy	11,709 +529	+5%	+$132K	0.19%	75
2024 Q2	$2.59M	Buy	11,180 +6,088	+120%	+$1.41M	0.2%	70
2024 Q1	$1.16M	Buy	5,092 +638	+14%	+$132K	0.18%	88
2023 Q4	$834K	Buy	4,454 +204	+5%	+$32.8K	0.27%	87
2023 Q3	$634K	Buy	4,250 +2,323	+121%	+$380K	0.26%	91
2023 Q2	$336K	Hold	1,927	–	–	0.22%	107
2023 Q1	$318K	Buy	+1,927	New	+$320K	0.59%	58

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Fifth Third Wealth Advisors's AXP Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its American Express (AXP) stake by 2.6% in Q2 2026, selling an estimated $106K and leaving 12,498 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #127.

Fifth Third Wealth Advisors first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.01M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fifth Third Wealth Advisors held 12,498 shares of American Express worth $4.23M as of Q2 2026.
Fifth Third Wealth Advisors sold 331 American Express shares in Q2 2026, an estimated $106K.
American Express made up 0.12% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Fifth Third Wealth Advisors first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's American Express position peaked at $5.01M in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.