NWWA
AXP icon

New Wave Wealth Advisors’s American Express AXP Stock Holding History

New Wave 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 		– Sell
-668
Closed -$202K – 209
2026
Q1 		$202K Buy
+668
New +$224K 0.07% 186
2025
Q3 		– Sell
-722
Closed -$230K – 178
2025
Q2 		$230K Buy
+722
New +$203K 0.1% 119
2025
Q1 		– Sell
-787
Closed -$234K – 176
2024
Q4 		$234K Sell
787
-34
-4% -$9.77K 0.1% 123
2024
Q3 		$223K Buy
+821
New +$204K 0.1% 134

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

New Wave Wealth Advisors's AXP Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 668 shares — an estimated $202K sold.

New Wave Wealth Advisors first reported a position in AXP in Q3 2024 and held it in 4 quarters. The position peaked at $234K in Q4 2024. 1,159 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 668 American Express shares in Q2 2026, an estimated $202K.
  • New Wave Wealth Advisors first reported a position in American Express in Q3 2024 and held it in 4 quarters.
  • New Wave Wealth Advisors's American Express position peaked at $234K in Q4 2024.
  • 1,159 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.