Highline Wealth Partners’s American Express AXP Stock Holding History

Highline Wealth Partners’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	$2.12M	Buy	6,254 +376	+6%	+$120K	0.43%	43
2026 Q1	$1.78M	Buy	5,878 +24	+0.4%	+$8.05K	0.45%	39
2025 Q4	$2.17M	Buy	5,854 +19	+0.3%	+$6.8K	0.61%	34
2025 Q3	$1.94M	Hold	5,835	–	–	0.52%	38
2025 Q2	$1.86M	Sell	5,835 -14	-0.2%	-$3.94K	0.55%	37
2025 Q1	$1.57M	Buy	5,849 +1	+0%	+$296	0.53%	41
2024 Q4	$1.74M	Buy	5,848 +25	+0.4%	+$7.18K	0.57%	39
2024 Q3	$1.58M	Buy	5,823 +13	+0.2%	+$3.24K	0.53%	43
2024 Q2	$1.35M	Buy	5,810 +5	+0.1%	+$1.16K	0.51%	43
2024 Q1	$1.32M	Buy	5,805 +28	+0.5%	+$5.81K	0.54%	43
2023 Q4	$1.08M	Hold	5,777	–	–	0.52%	51
2023 Q3	$862K	Hold	5,777	–	–	0.53%	47
2023 Q2	$1.01M	Hold	5,777	–	–	0.63%	45
2023 Q1	$953K	Buy	5,777 +2	+0%	+$332	0.65%	44
2022 Q4	$853K	Hold	5,775	–	–	0.63%	47
2022 Q3	$779K	Buy	+5,775	New	+$874K	0.63%	42

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

Highline Wealth Partners's AXP Position: Q2 2026 in Review

Highline Wealth Partners increased its American Express (AXP) stake by 6.4% in Q2 2026, buying an estimated $120K and bringing the position to 6,254 shares worth $2.12M. The position accounts for 0.43% of the portfolio, ranked #43.

Highline Wealth Partners first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q4 2025. 813 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Highline Wealth Partners held 6,254 shares of American Express worth $2.12M as of Q2 2026.
Highline Wealth Partners bought 376 American Express shares in Q2 2026, an estimated $120K.
American Express made up 0.43% of Highline Wealth Partners's portfolio in Q2 2026, its #43 holding.
Highline Wealth Partners first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's American Express position peaked at $2.17M in Q4 2025.
813 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.