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Global Wealth Strategies & Associates’s American Express AXP Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-286
Closed -$86.5K – 125
2026
Q1 		$86.5K Buy
286
+6
+2% +$2.01K 0.02% 125
2025
Q4 		$104K Sell
280
-22
-7% -$7.87K 0.03% 97
2025
Q3 		$100K Hold
302
– – 0.03% 101
2025
Q2 		$96.3K Buy
302
+8
+3% +$2.25K 0.03% 79
2025
Q1 		$79.1K Hold
294
– – 0.02% 88
2024
Q4 		$87.3K Hold
294
– – 0.03% 79
2024
Q3 		$79.7K Buy
294
+22
+8% +$5.48K 0.03% 73
2024
Q2 		$63K Hold
272
– – 0.02% 78
2024
Q1 		$61.9K Hold
272
– – 0.02% 80
2023
Q4 		$51K Hold
272
– – 0.02% 85
2023
Q3 		$40.6K Hold
272
– – 0.02% 86
2023
Q2 		$47.4K Hold
272
– – 0.02% 81
2023
Q1 		$44.9K Hold
272
– – 0.02% 77
2022
Q4 		$40.2K Buy
+272
New +$40.3K 0.02% 81

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

Global Wealth Strategies & Associates's AXP Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of American Express (AXP) in Q2 2026, closing a stake of 286 shares — an estimated $86.5K sold.

Global Wealth Strategies & Associates first reported a position in AXP in Q4 2022 and held it in 14 quarters. The position peaked at $104K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 286 American Express shares in Q2 2026, an estimated $86.5K.
  • Global Wealth Strategies & Associates first reported a position in American Express in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's American Express position peaked at $104K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.