Jamison Private Wealth Management’s American Express AXP Stock Holding History

Jamison Private Wealth 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	$1.39M	Buy	4,099 +7	+0.2%	+$2.24K	0.14%	110
2026 Q1	$1.24M	Sell	4,092 -34	-0.8%	-$11.4K	0.15%	110
2025 Q4	$1.53M	Sell	4,126 -94	-2%	-$33.6K	0.19%	100
2025 Q3	$1.4M	Buy	4,220 +31	+0.7%	+$9.86K	0.18%	100
2025 Q2	$1.34M	Buy	4,189 +37	+0.9%	+$10.4K	0.19%	94
2025 Q1	$1.12M	Buy	4,152 +6	+0.1%	+$1.77K	0.17%	102
2024 Q4	$1.23M	Sell	4,146 -19	-0.5%	-$5.46K	0.18%	100
2024 Q3	$1.13M	Buy	4,165 +1	+0%	+$249	0.17%	101
2024 Q2	$964K	Sell	4,164 -616	-13%	-$143K	0.16%	100
2024 Q1	$1.09M	Buy	4,780 +8	+0.2%	+$1.66K	0.18%	95
2023 Q4	$894K	Sell	4,772 -90	-2%	-$14.5K	0.17%	101
2023 Q3	$725K	Buy	+4,862	New	+$795K	0.15%	105

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

Jamison Private Wealth Management's AXP Position: Q2 2026 in Review

Jamison Private Wealth Management increased its American Express (AXP) stake by 0.17% in Q2 2026, buying an estimated $2.24K and bringing the position to 4,099 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #110.

Jamison Private Wealth Management first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Jamison Private Wealth Management held 4,099 shares of American Express worth $1.39M as of Q2 2026.
Jamison Private Wealth Management bought 7 American Express shares in Q2 2026, an estimated $2.24K.
American Express made up 0.14% of Jamison Private Wealth Management's portfolio in Q2 2026, its #110 holding.
Jamison Private Wealth Management first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's American Express position peaked at $1.53M in Q4 2025.
812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.