Graves Light Lenhart Wealth’s American Express AXP Stock Holding History

Graves Light Lenhart Wealth’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	$880K	Hold	2,603	–	–	0.08%	96
2026 Q1	$787K	Sell	2,603 -7	-0.3%	-$2.35K	0.08%	97
2025 Q4	$966K	Sell	2,610 -140	-5%	-$50.1K	0.1%	84
2025 Q3	$913K	Sell	2,750 -1	-0%	-$318	0.1%	88
2025 Q2	$878K	Hold	2,751	–	–	0.1%	87
2025 Q1	$740K	Buy	2,751 +68	+3%	+$20.1K	0.09%	93
2024 Q4	$796K	Sell	2,683 -100	-4%	-$28.7K	0.1%	90
2024 Q3	$755K	Hold	2,783	–	–	0.09%	92
2024 Q2	$651K	Hold	2,783	–	–	0.07%	99
2024 Q1	$634K	Hold	2,783	–	–	0.07%	97
2023 Q4	$521K	Hold	2,783	–	–	0.06%	107
2023 Q3	$416K	Hold	2,783	–	–	0.06%	112
2023 Q2	$485K	Buy	2,783 +344	+14%	+$55.5K	0.07%	111
2023 Q1	$402K	Hold	2,439	–	–	0.06%	112
2022 Q4	$360K	Hold	2,439	–	–	0.06%	120
2022 Q3	$329K	Hold	2,439	–	–	0.05%	126
2022 Q2	$338K	Sell	2,439 -288	-11%	-$47.6K	0.05%	126
2022 Q1	$510K	Sell	2,727 -397	-13%	-$71.7K	0.07%	109
2021 Q4	$511K	Buy	3,124 +1	+0%	+$171	0.07%	115
2021 Q3	$523K	Buy	3,123 +1	+0%	+$167	0.08%	102
2021 Q2	$516K	Sell	3,122 -90	-3%	-$14.1K	0.08%	105
2021 Q1	$454K	Buy	3,212 +88	+3%	+$11.6K	0.08%	111
2020 Q4	$378K	Buy	3,124 +84	+3%	+$9.3K	0.07%	111
2020 Q3	$305K	Buy	3,040 +178	+6%	+$17.5K	0.07%	115
2020 Q2	$272K	Buy	+2,862	New	+$264K	0.06%	124
2020 Q1	–	Sell	-2,219	Closed	-$276K	–	160
2019 Q4	$276K	Hold	2,219	–	–	0.06%	140
2019 Q3	$260K	Hold	2,219	–	–	0.06%	145
2019 Q2	$274K	Hold	2,219	–	–	0.07%	127
2019 Q1	$243K	Hold	2,219	–	–	0.06%	129
2018 Q4	$212K	Buy	+2,219	New	+$232K	0.06%	133

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Graves Light Lenhart Wealth's AXP Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its American Express (AXP) position steady in Q2 2026 at 2,603 shares worth $880K. The position accounts for 0.08% of the portfolio, ranked #96.

Graves Light Lenhart Wealth first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $966K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Graves Light Lenhart Wealth held 2,603 shares of American Express worth $880K as of Q2 2026.
Graves Light Lenhart Wealth left its American Express share count unchanged in Q2 2026.
American Express made up 0.08% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #96 holding.
Graves Light Lenhart Wealth first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
Graves Light Lenhart Wealth's American Express position peaked at $966K in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.