Octavia Wealth Advisors’s American Express AXP Stock Holding History

Octavia 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	$218K	Sell	643 -53	-8%	-$17K	0.02%	212
2026 Q1	$211K	Sell	696 -1	-0.1%	-$335	0.02%	226
2025 Q4	$257K	Sell	697 -366	-34%	-$131K	0.02%	206
2025 Q3	$353K	Buy	1,063 +130	+14%	+$41.4K	0.04%	172
2025 Q2	$298K	Buy	933 +8	+0.9%	+$2.25K	0.03%	162
2025 Q1	$249K	Sell	925 -23	-2%	-$6.8K	0.03%	194
2024 Q4	$281K	Hold	948	–	–	0.03%	179
2024 Q3	$257K	Sell	948 -10	-1%	-$2.49K	0.03%	185
2024 Q2	$222K	Buy	+958	New	+$222K	0.03%	202

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

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

Octavia Wealth Advisors reduced its American Express (AXP) stake by 7.6% in Q2 2026, selling an estimated $17K and leaving 643 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #212.

Octavia Wealth Advisors first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $353K in Q3 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Octavia Wealth Advisors held 643 shares of American Express worth $218K as of Q2 2026.
Octavia Wealth Advisors sold 53 American Express shares in Q2 2026, an estimated $17K.
American Express made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Octavia Wealth Advisors first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Octavia Wealth Advisors's American Express position peaked at $353K in Q3 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.