PWM
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Partners Wealth Management’s American Express AXP Stock Holding History

Partners 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 		$202K Buy
+597
New +$191K 0.2% 106
2026
Q1 		– Sell
-647
Closed -$239K – 111
2025
Q4 		$239K Buy
+647
New +$232K 0.25% 97

Other funds holding AXP

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
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Partners Wealth Management opened a new position in American Express (AXP) in Q2 2026: 597 shares worth $202K. The stake represents 0.2% of the portfolio and ranks #106 among its holdings. This is a return to the name: Partners Wealth Management previously reported a position in AXP as recently as Q4 2025.

Partners Wealth Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $239K in Q4 2025. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Partners Wealth Management held 597 shares of American Express worth $202K as of Q2 2026.
  • American Express was a new Partners Wealth Management position in Q2 2026.
  • American Express made up 0.2% of Partners Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Partners Wealth Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Partners Wealth Management's American Express position peaked at $239K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.