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Laurel Oak Wealth Management’s American Express AXP Stock Holding History

Laurel Oak 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 		$414K Sell
1,225
-114
-9% -$36.5K 0.06% 233
2026
Q1 		$405K Buy
1,339
+65
+5% +$21.8K 0.07% 219
2025
Q4 		$471K Buy
+1,274
New +$456K 0.08% 194

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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

Laurel Oak Wealth Management's AXP Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its American Express (AXP) stake by 8.5% in Q2 2026, selling an estimated $36.5K and leaving 1,225 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #233.

Laurel Oak Wealth Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Laurel Oak Wealth Management held 1,225 shares of American Express worth $414K as of Q2 2026.
  • Laurel Oak Wealth Management sold 114 American Express shares in Q2 2026, an estimated $36.5K.
  • American Express made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Laurel Oak Wealth Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's American Express position peaked at $471K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.