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Insight Wealth Strategies’s American Express AXP Stock Holding History

Insight Wealth Strategies’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 		$358K Sell
1,029
-22,105
-96% -$7.08M 0.04% 144
2026
Q1 		$7M Buy
23,134
+813
+4% +$273K 0.78% 37
2025
Q4 		$8.26M Sell
22,321
-683
-3% -$244K 0.95% 29
2025
Q3 		$7.64M Sell
23,004
-81
-0.4% -$25.8K 0.9% 30
2025
Q2 		$7.45M Sell
23,085
-38
-0.2% -$10.7K 0.94% 28
2025
Q1 		$6.22M Buy
23,123
+4,364
+23% +$1.29M 0.84% 30
2024
Q4 		$5.57M Sell
18,759
-877
-4% -$252K 0.75% 32
2024
Q3 		$5.33M Buy
19,636
+189
+1% +$47.1K 0.7% 33
2024
Q2 		$4.5M Buy
19,447
+400
+2% +$92.6K 0.64% 33
2024
Q1 		$4.34M Buy
19,047
+8,001
+72% +$1.66M 0.64% 33
2023
Q4 		$2.07M Buy
11,046
+807
+8% +$130K 0.33% 62
2023
Q3 		$1.53M Buy
10,239
+972
+10% +$159K 0.3% 73
2023
Q2 		$1.61M Buy
9,267
+18
+0.2% +$2.9K 0.31% 59
2023
Q1 		$1.53M Sell
9,249
-47
-0.5% -$7.8K 0.3% 58
2022
Q4 		$1.37M Buy
9,296
+303
+3% +$44.9K 0.27% 72
2022
Q3 		$1.25M Hold
8,993
– – 0.23% 81
2022
Q2 		$1.25M Buy
8,993
+16
+0.2% +$2.64K 0.23% 81
2022
Q1 		$1.68M Buy
8,977
+1,132
+14% +$204K 0.25% 65
2021
Q4 		$1.28M Buy
7,845
+1,172
+18% +$200K 0.18% 86
2021
Q3 		$1.12M Buy
6,673
+253
+4% +$42.3K 0.16% 88
2021
Q2 		$1.06M Sell
6,420
-231
-3% -$36.2K 0.15% 92
2021
Q1 		$941K Buy
6,651
+3,439
+107% +$454K 0.13% 105
2020
Q4 		$388K Buy
3,212
+39
+1% +$4.32K 0.07% 135
2020
Q3 		$318K Buy
3,173
+755
+31% +$74.3K 0.06% 136
2020
Q2 		$230K Buy
2,418
+50
+2% +$4.6K 0.05% 153
2020
Q1 		$203K Sell
2,368
-2,317
-49% -$270K 0.05% 145
2019
Q4 		$583K Sell
4,685
-98
-2% -$11.7K 0.12% 111
2019
Q3 		$566K Buy
4,783
+336
+8% +$41.2K 0.13% 102
2019
Q2 		$549K Sell
4,447
-16
-0.4% -$1.88K 0.13% 93
2019
Q1 		$488K Buy
4,463
+151
+4% +$15.9K 0.14% 94
2018
Q4 		$411K Buy
+4,312
New +$451K 0.13% 99

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

Insight Wealth Strategies's AXP Position: Q2 2026 in Review

Insight Wealth Strategies reduced its American Express (AXP) stake by 96% in Q2 2026, selling an estimated $7.08M and leaving 1,029 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #144.

Insight Wealth Strategies first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.26M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Insight Wealth Strategies held 1,029 shares of American Express worth $358K as of Q2 2026.
  • Insight Wealth Strategies sold 22,105 American Express shares in Q2 2026, an estimated $7.08M.
  • American Express made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #144 holding.
  • Insight Wealth Strategies first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's American Express position peaked at $8.26M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.