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Hennion & Walsh Asset Management’s American Express AXP Stock Holding History

Hennion & Walsh Asset 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 		$5.28M Buy
15,600
+648
+4% +$207K 0.15% 182
2026
Q1 		$4.52M Sell
14,952
-707
-5% -$237K 0.15% 169
2025
Q4 		$5.79M Sell
15,659
-585
-4% -$209K 0.2% 112
2025
Q3 		$5.4M Buy
16,244
+36
+0.2% +$11.5K 0.2% 124
2025
Q2 		$5.17M Buy
16,208
+70
+0.4% +$19.7K 0.21% 108
2025
Q1 		$4.34M Buy
16,138
+201
+1% +$59.4K 0.19% 124
2024
Q4 		$4.73M Sell
15,937
-610
-4% -$175K 0.21% 102
2024
Q3 		$4.49M Sell
16,547
-132
-0.8% -$32.9K 0.21% 112
2024
Q2 		$3.86M Sell
16,679
-624
-4% -$145K 0.2% 124
2024
Q1 		$3.94M Sell
17,303
-1,106
-6% -$229K 0.21% 119
2023
Q4 		$3.45M Buy
18,409
+2,636
+17% +$424K 0.2% 133
2023
Q3 		$2.35M Buy
15,773
+5,495
+53% +$899K 0.15% 181
2023
Q2 		$1.79M Buy
10,278
+3,435
+50% +$554K 0.11% 233
2023
Q1 		$1.13M Buy
6,843
+3,074
+82% +$510K 0.07% 336
2022
Q4 		$557K Buy
+3,769
New +$558K 0.03% 478

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Hennion & Walsh Asset Management's AXP Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its American Express (AXP) stake by 4.3% in Q2 2026, buying an estimated $207K and bringing the position to 15,600 shares worth $5.28M. The position accounts for 0.15% of the portfolio, ranked #182.

Hennion & Walsh Asset Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.79M in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Hennion & Walsh Asset Management held 15,600 shares of American Express worth $5.28M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 648 American Express shares in Q2 2026, an estimated $207K.
  • American Express made up 0.15% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #182 holding.
  • Hennion & Walsh Asset Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Hennion & Walsh Asset Management's American Express position peaked at $5.79M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.