Motive Wealth Advisors’s American Express AXP Stock Holding History

Motive Wealth Advisors’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	$265K	Buy	782 +25	+3%	+$8K	0.11%	80
2026 Q1	$229K	Buy	757 +12	+2%	+$4.02K	0.11%	81
2025 Q4	$276K	Sell	745 -4	-0.5%	-$1.43K	0.12%	73
2025 Q3	$249K	Buy	749 +6	+0.8%	+$1.91K	0.11%	73
2025 Q2	$237K	Buy	+743	New	+$209K	0.11%	75

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Motive Wealth Advisors's AXP Position: Q2 2026 in Review

Motive Wealth Advisors increased its American Express (AXP) stake by 3.3% in Q2 2026, buying an estimated $8K and bringing the position to 782 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #80.

Motive Wealth Advisors first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Motive Wealth Advisors held 782 shares of American Express worth $265K as of Q2 2026.
Motive Wealth Advisors bought 25 American Express shares in Q2 2026, an estimated $8K.
American Express made up 0.11% of Motive Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Motive Wealth Advisors first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
Motive Wealth Advisors's American Express position peaked at $276K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.