Pacific Capital Wealth Advisors’s American Express AXP Stock Holding History

Pacific Capital 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	$387K	Sell	1,143 -4	-0.3%	-$1.28K	0.06%	64
2026 Q1	$347K	Buy	1,147 +18	+2%	+$6.04K	0.06%	64
2025 Q4	$418K	Hold	1,129	–	–	0.07%	57
2025 Q3	$375K	Hold	1,129	–	–	0.06%	56
2025 Q2	$364K	Sell	1,129 -203	-15%	-$57.1K	0.07%	55
2025 Q1	$358K	Hold	1,332	–	–	0.06%	60
2024 Q4	$395K	Sell	1,332 -43	-3%	-$12.4K	0.07%	56
2024 Q3	$373K	Buy	1,375 +11	+0.8%	+$2.74K	0.06%	56
2024 Q2	$316K	Buy	1,364 +79	+6%	+$18.3K	0.06%	56
2024 Q1	$293K	Buy	1,285 +32	+3%	+$6.63K	0.07%	53
2023 Q4	$235K	Buy	+1,253	New	+$202K	0.06%	57
2023 Q3	–	Sell	-1,253	Closed	-$218K	–	67
2023 Q2	$218K	Hold	1,253	–	–	0.06%	63
2023 Q1	$207K	Buy	+1,253	New	+$208K	0.05%	85
2022 Q4	–	Sell	-1,698	Closed	-$229K	–	89
2022 Q3	$229K	Buy	1,698 +86	+5%	+$13K	0.06%	73
2022 Q2	$223K	Hold	1,612	–	–	0.06%	78
2022 Q1	$301K	Hold	1,612	–	–	0.09%	77
2021 Q4	$264K	Buy	1,612 +195	+14%	+$33.3K	0.08%	78
2021 Q3	$237K	Hold	1,417	–	–	0.08%	77
2021 Q2	$234K	Hold	1,417	–	–	0.12%	69
2021 Q1	$200K	Buy	+1,417	New	+$187K	0.11%	63
2020 Q4	–	Sell	-1,417	Closed	-$142K	–	76
2020 Q3	$142K	Buy	+1,417	New	+$139K	0.08%	73

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

Pacific Capital Wealth Advisors's AXP Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its American Express (AXP) stake by 0.35% in Q2 2026, selling an estimated $1.28K and leaving 1,143 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #64.

Pacific Capital Wealth Advisors first reported a position in AXP in Q3 2020 and has held it in 21 quarters since. The position peaked at $418K in Q4 2025. 591 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Pacific Capital Wealth Advisors held 1,143 shares of American Express worth $387K as of Q2 2026.
Pacific Capital Wealth Advisors sold 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.06% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Pacific Capital Wealth Advisors first reported a position in American Express in Q3 2020 and has held it in 21 quarters since.
Pacific Capital Wealth Advisors's American Express position peaked at $418K in Q4 2025.
591 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.