Golden State Wealth Management’s American Express AXP Stock Holding History

Golden State 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	$1.28M	Buy	3,780 +58	+2%	+$18.6K	0.12%	167
2026 Q1	$1.13M	Sell	3,722 -588	-14%	-$197K	0.12%	150
2025 Q4	$1.59M	Buy	4,310 +563	+15%	+$201K	0.17%	107
2025 Q3	$1.24M	Sell	3,747 -32	-0.8%	-$10.2K	0.14%	125
2025 Q2	$1.21M	Sell	3,779 -173	-4%	-$48.7K	0.15%	122
2025 Q1	$1.06M	Buy	3,952 +29	+0.7%	+$8.57K	0.16%	115
2024 Q4	$1.16M	Buy	+3,923	New	+$1.13M	0.17%	100
2022 Q1	$1.16M	Buy	6,222 +765	+14%	+$138K	0.23%	88
2021 Q4	$893K	Buy	5,457 +1,348	+33%	+$230K	0.15%	137
2021 Q3	$689K	Sell	4,109 -5	-0.1%	-$836	0.15%	133
2021 Q2	$680K	Buy	4,114 +12	+0.3%	+$1.88K	0.15%	130
2021 Q1	$580K	Sell	4,102 -439	-10%	-$58K	0.19%	91
2020 Q4	$549K	Buy	4,541 +533	+13%	+$59K	0.16%	116
2020 Q3	$402K	Sell	4,008 -1,179	-23%	-$116K	0.13%	115
2020 Q2	$494K	Buy	5,187 +2,587	+100%	+$238K	0.16%	102
2020 Q1	$223K	Buy	+2,600	New	+$303K	0.1%	144
2019 Q4	–	Sell	-12,972	Closed	-$1.53M	–	122
2019 Q3	$1.53M	Sell	12,972 -865	-6%	-$106K	0.51%	38
2019 Q2	$1.71M	Buy	13,837 +1,230	+10%	+$144K	0.54%	38
2019 Q1	$1.38M	Buy	+12,607	New	+$1.32M	0.46%	46

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Golden State Wealth Management's AXP Position: Q2 2026 in Review

Golden State Wealth Management increased its American Express (AXP) stake by 1.6% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,780 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #167.

Golden State Wealth Management first reported a position in AXP in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.71M in Q2 2019. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Golden State Wealth Management held 3,780 shares of American Express worth $1.28M as of Q2 2026.
Golden State Wealth Management bought 58 American Express shares in Q2 2026, an estimated $18.6K.
American Express made up 0.12% of Golden State Wealth Management's portfolio in Q2 2026, its #167 holding.
Golden State Wealth Management first reported a position in American Express in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's American Express position peaked at $1.71M in Q2 2019.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.