Legacy Wealth Management (Mississippi)’s American Express AXP Stock Holding History

Legacy Wealth Management (Mississippi)’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	–	Sell	-3,055	Closed	-$924K	–	115
2026 Q1	$924K	Buy	3,055 +40	+1%	+$13.4K	0.26%	50
2025 Q4	$1.12M	Buy	3,015 +15	+0.5%	+$5.37K	0.3%	43
2025 Q3	$996K	Hold	3,000	–	–	0.3%	44
2025 Q2	$957K	Hold	3,000	–	–	0.29%	47
2025 Q1	$807K	Hold	3,000	–	–	0.26%	53
2024 Q4	$890K	Hold	3,000	–	–	0.35%	46
2024 Q3	$814K	Hold	3,000	–	–	0.3%	55
2024 Q2	$695K	Hold	3,000	–	–	0.29%	50
2024 Q1	$683K	Hold	3,000	–	–	0.31%	49
2023 Q4	$562K	Hold	3,000	–	–	0.27%	56
2023 Q3	$448K	Hold	3,000	–	–	0.23%	63
2023 Q2	$523K	Hold	3,000	–	–	0.26%	57
2023 Q1	$495K	Hold	3,000	–	–	0.27%	58
2022 Q4	$443K	Hold	3,000	–	–	0.26%	60
2022 Q3	$405K	Hold	3,000	–	–	0.27%	60
2022 Q2	$416K	Hold	3,000	–	–	0.25%	69
2022 Q1	$561K	Hold	3,000	–	–	0.29%	69
2021 Q4	$491K	Hold	3,000	–	–	0.25%	75
2021 Q3	$503K	Hold	3,000	–	–	0.27%	74
2021 Q2	$496K	Hold	3,000	–	–	0.27%	70
2021 Q1	$424K	Hold	3,000	–	–	0.26%	73
2020 Q4	$363K	Hold	3,000	–	–	0.23%	77
2020 Q3	$301K	Hold	3,000	–	–	0.21%	89
2020 Q2	$286K	Hold	3,000	–	–	0.22%	86
2020 Q1	$257K	Hold	3,000	–	–	0.24%	83
2019 Q4	$373K	Buy	+3,000	New	+$359K	0.33%	74

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

Legacy Wealth Management (Mississippi)'s AXP Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) sold out of American Express (AXP) in Q2 2026, closing a stake of 3,055 shares — an estimated $924K sold.

Legacy Wealth Management (Mississippi) first reported a position in AXP in Q4 2019 and held it in 26 quarters. The position peaked at $1.12M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legacy Wealth Management (Mississippi) reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 3,055 American Express shares in Q2 2026, an estimated $924K.
Legacy Wealth Management (Mississippi) first reported a position in American Express in Q4 2019 and held it in 26 quarters.
Legacy Wealth Management (Mississippi)'s American Express position peaked at $1.12M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.