Olistico Wealth’s American Express AXP Stock Holding History

Olistico Wealth’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	$1.91M	Buy	5,634 +2	+0%	+$640	0.82%	27
2026 Q1	$1.7M	Buy	5,632 +793	+16%	+$266K	0.84%	27
2025 Q4	$1.79M	Buy	4,839 +407	+9%	+$146K	0.87%	23
2025 Q3	$1.47M	Buy	4,432 +5	+0.1%	+$1.59K	0.78%	29
2025 Q2	$1.41M	Buy	4,427 +508	+13%	+$143K	0.78%	27
2025 Q1	$1.05M	Buy	3,919 +94	+2%	+$27.8K	0.65%	32
2024 Q4	$1.14M	Buy	3,825 +62	+2%	+$17.8K	0.66%	31
2024 Q3	$1.02M	Buy	3,763 +211	+6%	+$52.5K	0.62%	33
2024 Q2	$822K	Buy	3,552 +407	+13%	+$94.3K	0.52%	39
2024 Q1	$716K	Buy	3,145 +1,004	+47%	+$208K	0.52%	41
2023 Q4	$401K	Buy	2,141 +399	+23%	+$64.2K	0.31%	74
2023 Q3	$260K	Hold	1,742	–	–	0.23%	88
2023 Q2	$303K	Buy	1,742 +2	+0.1%	+$323	0.26%	90
2023 Q1	$287K	Buy	1,740 +247	+17%	+$41K	0.28%	81
2022 Q4	$221K	Buy	+1,493	New	+$221K	0.24%	90

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

Olistico Wealth's AXP Position: Q2 2026 in Review

Olistico Wealth increased its American Express (AXP) stake by 0.04% in Q2 2026, buying an estimated $640 and bringing the position to 5,634 shares worth $1.91M. The position accounts for 0.82% of the portfolio, ranked #27.

Olistico Wealth first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Olistico Wealth held 5,634 shares of American Express worth $1.91M as of Q2 2026.
Olistico Wealth bought 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.82% of Olistico Wealth's portfolio in Q2 2026, its #27 holding.
Olistico Wealth first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.