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Keudell/Morrison Wealth Management’s American Express AXP Stock Holding History

Keudell/Morrison 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 		$604K Sell
1,787
-97
-5% -$31.1K 0.11% 120
2026
Q1 		$570K Buy
1,884
+177
+10% +$59.3K 0.12% 119
2025
Q4 		$632K Buy
+1,707
New +$611K 0.13% 107
2025
Q2 		$615K Hold
1,927
– – 0.14% 106
2025
Q1 		$518K Hold
1,927
– – 0.12% 108
2024
Q4 		$572K Hold
1,927
– – 0.15% 96
2024
Q3 		$523K Hold
1,927
– – 0.14% 112
2024
Q2 		$446K Sell
1,927
-25
-1% -$5.79K 0.13% 122
2024
Q1 		$444K Hold
1,952
– – 0.13% 125
2023
Q4 		$366K Hold
1,952
– – 0.12% 131
2023
Q3 		$291K Sell
1,952
-87
-4% -$14.2K 0.09% 142
2023
Q2 		$355K Hold
2,039
– – 0.1% 129
2023
Q1 		$336K Hold
2,039
– – 0.1% 132
2022
Q4 		$301K Hold
2,039
– – 0.1% 136
2022
Q3 		$275K Sell
2,039
-1
-0% -$151 0.1% 144
2022
Q2 		$283K Sell
2,040
-45
-2% -$7.43K 0.1% 142
2022
Q1 		$390K Sell
2,085
-20
-1% -$3.61K 0.16% 121
2021
Q4 		$344K Sell
2,105
-158
-7% -$26.9K 0.14% 131
2021
Q3 		$379K Sell
2,263
-35
-2% -$5.85K 0.16% 119
2021
Q2 		$380K Buy
2,298
+32
+1% +$5.01K 0.21% 116
2021
Q1 		$321K Sell
2,266
-17
-0.7% -$2.25K 0.19% 123
2020
Q4 		$276K Sell
2,283
-1,538
-40% -$170K 0.18% 128
2020
Q3 		$383K Sell
3,821
-58
-1% -$5.71K 0.25% 96
2020
Q2 		$369K Buy
3,879
+561
+17% +$51.7K 0.31% 93
2020
Q1 		$284K Buy
3,318
+261
+9% +$30.4K 0.28% 106
2019
Q4 		$381K Sell
3,057
-11
-0.4% -$1.31K 0.26% 100
2019
Q3 		$363K Sell
3,068
-18
-0.6% -$2.21K 0.3% 91
2019
Q2 		$381K Sell
3,086
-136
-4% -$16K 0.33% 84
2019
Q1 		$352K Buy
+3,222
New +$339K 0.31% 95

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Keudell/Morrison Wealth Management's AXP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its American Express (AXP) stake by 5.1% in Q2 2026, selling an estimated $31.1K and leaving 1,787 shares worth $604K. The position accounts for 0.11% of the portfolio, ranked #120.

Keudell/Morrison Wealth Management first reported a position in AXP in Q1 2019 and has held it in 29 quarters since. The position peaked at $632K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,787 shares of American Express worth $604K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 97 American Express shares in Q2 2026, an estimated $31.1K.
  • American Express made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Keudell/Morrison Wealth Management first reported a position in American Express in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's American Express position peaked at $632K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.