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KWB Wealth’s American Express AXP Stock Holding History

KWB Wealth’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 		$3M Sell
8,863
-81
-0.9% -$25.9K 0.26% 58
2026
Q1 		$3.31M Sell
8,944
-820
-8% -$275K 0.33% 49
2025
Q4 		$3.61M Sell
9,764
-86
-0.9% -$30.8K 0.34% 48
2025
Q3 		$3.14M Sell
9,850
-33
-0.3% -$10.5K 0.35% 49
2025
Q2 		$2.66M Sell
9,883
-158
-2% -$44.5K 0.32% 52
2025
Q1 		$2.98M Buy
10,041
+10
+0.1% +$2.96K 0.36% 43
2024
Q4 		$2.72M Buy
10,031
+1,403
+16% +$403K 0.34% 38
2024
Q3 		$2M Sell
8,628
-1,117
-11% -$278K 0.26% 44
2024
Q2 		$2.22M Sell
9,745
-93
-0.9% -$21.5K 0.31% 39
2024
Q1 		$2.24M Sell
9,838
-1,054
-10% -$219K 0.3% 39
2023
Q4 		$2.04M Buy
10,892
+180
+2% +$29K 0.29% 39
2023
Q3 		$1.87M Hold
10,712
– – 0.3% 37
2023
Q2 		$1.87M Buy
10,712
+315
+3% +$50.8K 0.3% 38
2023
Q1 		$1.54M Buy
10,397
+2,411
+30% +$400K 0.28% 39
2022
Q4 		$1.18M Sell
7,986
-666
-8% -$98.7K 0.22% 43
2022
Q3 		$1.17M Buy
8,652
+162
+2% +$24.5K 0.23% 43
2022
Q2 		$1.18M Buy
8,490
+417
+5% +$68.9K 0.23% 44
2022
Q1 		$1.32M Hold
8,073
– – 0.22% 38
2021
Q4 		$1.32M Buy
8,073
+11
+0.1% +$1.88K 0.22% 38
2021
Q3 		$1.35M Buy
8,062
+297
+4% +$49.7K 0.24% 35
2021
Q2 		$1.1M Hold
7,765
– – 0.21% 39
2021
Q1 		$1.1M Buy
7,765
+721
+10% +$95.3K 0.21% 39
2020
Q4 		$852K Buy
+7,044
New +$780K 0.18% 42

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

KWB Wealth's AXP Position: Q2 2026 in Review

KWB Wealth reduced its American Express (AXP) stake by 0.91% in Q2 2026, selling an estimated $25.9K and leaving 8,863 shares worth $3M. The position accounts for 0.26% of the portfolio, ranked #58.

KWB Wealth first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.61M in Q4 2025. 565 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • KWB Wealth held 8,863 shares of American Express worth $3M as of Q2 2026.
  • KWB Wealth sold 81 American Express shares in Q2 2026, an estimated $25.9K.
  • American Express made up 0.26% of KWB Wealth's portfolio in Q2 2026, its #58 holding.
  • KWB Wealth first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's American Express position peaked at $3.61M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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