PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s American Express AXP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$117K	Buy	345 +42	+14%	+$13.4K	0.03%	230
2026 Q1	$91.9K	Buy	303 +51	+20%	+$17.1K	0.03%	245
2025 Q4	$93.5K	Buy	252 +11	+5%	+$3.94K	0.03%	238
2025 Q3	$80.3K	Buy	241 +11	+5%	+$3.5K	0.03%	231
2025 Q2	$73.4K	Hold	230	–	–	0.02%	225
2025 Q1	$61.9K	Buy	+230	New	+$68K	0.02%	240

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AXP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $13.4K and bringing the position to 345 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #230.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 345 shares of American Express worth $117K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 42 American Express shares in Q2 2026, an estimated $13.4K.
American Express made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #230 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.