LongView Wealth Management’s American Express AXP Stock Holding History

LongView 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	$877K	Sell	2,593 -127	-5%	-$40.7K	0.23%	93
2026 Q1	$889K	Sell	2,720 -153	-5%	-$51.3K	0.22%	101
2025 Q4	$1.03M	Sell	2,873 -31	-1%	-$11.1K	0.25%	81
2025 Q3	$965K	Buy	2,904 +4	+0.1%	+$1.27K	0.26%	81
2025 Q2	$925K	Buy	2,900 +105	+4%	+$29.6K	0.28%	76
2025 Q1	$752K	Sell	2,795 -226	-7%	-$66.8K	0.23%	89
2024 Q4	$897K	Buy	3,021 +10	+0.3%	+$2.87K	0.27%	76
2024 Q3	$817K	Sell	3,011 -27	-0.9%	-$6.72K	0.26%	79
2024 Q2	$703K	Buy	3,038 +159	+6%	+$36.8K	0.26%	78
2024 Q1	$656K	Sell	2,879 -334	-10%	-$69.3K	0.26%	80
2023 Q4	$600K	Buy	+3,213	New	+$517K	0.27%	82

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 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

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

LongView Wealth Management's AXP Position: Q2 2026 in Review

LongView Wealth Management reduced its American Express (AXP) stake by 4.7% in Q2 2026, selling an estimated $40.7K and leaving 2,593 shares worth $877K. The position accounts for 0.23% of the portfolio, ranked #93.

LongView Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

LongView Wealth Management held 2,593 shares of American Express worth $877K as of Q2 2026.
LongView Wealth Management sold 127 American Express shares in Q2 2026, an estimated $40.7K.
American Express made up 0.23% of LongView Wealth Management's portfolio in Q2 2026, its #93 holding.
LongView Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's American Express position peaked at $1.03M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.