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J.W. Cole Advisors’s American Express AXP Stock Holding History

J.W. Cole Advisors’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 		$8.06M Sell
23,832
-635
-3% -$203K 0.14% 153
2026
Q1 		$7.4M Sell
24,467
-421
-2% -$141K 0.25% 81
2025
Q4 		$8.44M Sell
24,888
-2,006
-7% -$718K 0.2% 97
2025
Q3 		$8.93M Buy
26,894
+186
+0.7% +$59.2K 0.17% 118
2025
Q2 		$8.52M Buy
26,708
+2,626
+11% +$739K 0.18% 117
2025
Q1 		$6.48M Buy
24,082
+10,852
+82% +$3.21M 0.2% 108
2024
Q4 		$3.93M Buy
13,230
+491
+4% +$141K 0.16% 136
2024
Q3 		$3.45M Buy
12,739
+1,874
+17% +$467K 0.14% 144
2024
Q2 		$2.52M Buy
10,865
+1,039
+11% +$241K 0.12% 179
2024
Q1 		$2.24M Buy
9,826
+20
+0.2% +$4.15K 0.11% 196
2023
Q4 		$1.84M Buy
9,806
+2,572
+36% +$414K 0.11% 205
2023
Q3 		$1.08M Sell
7,234
-1,733
-19% -$283K 0.08% 244
2023
Q2 		$1.56M Sell
8,967
-2,155
-19% -$348K 0.11% 203
2023
Q1 		$1.83M Sell
11,122
-327
-3% -$54.2K 0.13% 181
2022
Q4 		$1.69M Buy
11,449
+1,829
+19% +$271K 0.13% 185
2022
Q3 		$1.3M Buy
9,620
+893
+10% +$135K 0.11% 213
2022
Q2 		$1.21M Buy
8,727
+392
+5% +$64.8K 0.1% 233
2022
Q1 		$1.56M Buy
8,335
+1,049
+14% +$189K 0.1% 213
2021
Q4 		$1.19M Sell
7,286
-6
-0.1% -$1.02K 0.08% 265
2021
Q3 		$1.22M Buy
7,292
+485
+7% +$81.1K 0.09% 145
2021
Q2 		$1.13M Buy
6,807
+279
+4% +$43.7K 0.09% 256
2021
Q1 		$923K Sell
6,528
-2,500
-28% -$330K 0.09% 252
2020
Q4 		$1.09M Sell
9,028
-3,821
-30% -$423K 0.11% 213
2020
Q3 		$1.29M Buy
+12,849
New +$1.26M 0.1% 213
2020
Q1 		– Sell
-5,235
Closed -$652K – 131
2019
Q4 		$652K Buy
+5,235
New +$626K 0.08% 254

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

J.W. Cole Advisors's AXP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its American Express (AXP) stake by 2.6% in Q2 2026, selling an estimated $203K and leaving 23,832 shares worth $8.06M. The position accounts for 0.14% of the portfolio, ranked #153.

J.W. Cole Advisors first reported a position in AXP in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.93M in Q3 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • J.W. Cole Advisors held 23,832 shares of American Express worth $8.06M as of Q2 2026.
  • J.W. Cole Advisors sold 635 American Express shares in Q2 2026, an estimated $203K.
  • American Express made up 0.14% of J.W. Cole Advisors's portfolio in Q2 2026, its #153 holding.
  • J.W. Cole Advisors first reported a position in American Express in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's American Express position peaked at $8.93M in Q3 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.