Gilliland Jeter Wealth Management’s American Express AXP Stock Holding History

Gilliland Jeter 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	$232K	Hold	687	–	–	0.06%	179
2026 Q1	$208K	Buy	687 +54	+9%	+$18.1K	0.06%	178
2025 Q4	$234K	Buy	633 +29	+5%	+$10.4K	0.07%	162
2025 Q3	$201K	Sell	604 -216	-26%	-$68.7K	0.06%	169
2025 Q2	$261K	Buy	820 +12	+1%	+$3.38K	0.09%	153
2025 Q1	$217K	Buy	808 +9	+1%	+$2.66K	0.08%	162
2024 Q4	$237K	Buy	799 +3	+0.4%	+$862	0.08%	155
2024 Q3	$216K	Hold	796	–	–	0.07%	164
2024 Q2	$184K	Buy	796 +37	+5%	+$8.57K	0.06%	171
2024 Q1	$173K	Buy	+759	New	+$157K	0.06%	173

Other funds holding AXP

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

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

Gilliland Jeter Wealth Management's AXP Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its American Express (AXP) position steady in Q2 2026 at 687 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #179.

Gilliland Jeter Wealth Management first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q2 2025. 1,687 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gilliland Jeter Wealth Management held 687 shares of American Express worth $232K as of Q2 2026.
Gilliland Jeter Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.06% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #179 holding.
Gilliland Jeter Wealth Management first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's American Express position peaked at $261K in Q2 2025.
1,687 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.