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Orca Wealth Management’s American Express AXP Stock Holding History

Orca 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 		$305K Sell
902
-104
-10% -$33.3K 0.18% 63
2026
Q1 		$304K Buy
1,006
+1
+0.1% +$335 0.22% 59
2025
Q4 		$357K Buy
1,005
+1
+0.1% +$358 0.26% 56
2025
Q3 		$334K Buy
1,004
+108
+12% +$34.4K 0.25% 57
2025
Q2 		$286K Sell
896
-310
-26% -$87.2K 0.24% 55
2025
Q1 		$324K Buy
+1,206
New +$356K 0.29% 51

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Orca Wealth Management reduced its American Express (AXP) stake by 10% in Q2 2026, selling an estimated $33.3K and leaving 902 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #63.

Orca Wealth Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $357K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Orca Wealth Management held 902 shares of American Express worth $305K as of Q2 2026.
  • Orca Wealth Management sold 104 American Express shares in Q2 2026, an estimated $33.3K.
  • American Express made up 0.18% of Orca Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Orca Wealth Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • Orca Wealth Management's American Express position peaked at $357K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.