Partnership Wealth Management’s American Express AXP Stock Holding History

Partnership 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	$342K	Hold	1,010	–	–	0.23%	52
2026 Q1	$305K	Sell	1,010 -1,178	-54%	-$395K	0.23%	53
2025 Q4	$809K	Sell	2,188 -52	-2%	-$18.6K	0.58%	33
2025 Q3	$744K	Buy	2,240 +2	+0.1%	+$636	0.57%	34
2025 Q2	$714K	Buy	2,238 +53	+2%	+$14.9K	0.58%	38
2025 Q1	$588K	Sell	2,185 -41	-2%	-$12.1K	0.5%	43
2024 Q4	$661K	Sell	2,226 -11	-0.5%	-$3.16K	0.55%	38
2024 Q3	$607K	Sell	2,237 -266	-11%	-$66.2K	0.43%	39
2024 Q2	$579K	Sell	2,503 -250	-9%	-$57.9K	0.43%	49
2024 Q1	$627K	Buy	2,753 +4	+0.1%	+$829	0.44%	55
2023 Q4	$552K	Buy	+2,749	New	+$443K	0.42%	52

Other funds holding AXP

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 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

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

Partnership Wealth Management held its American Express (AXP) position steady in Q2 2026 at 1,010 shares worth $342K. The position accounts for 0.23% of the portfolio, ranked #52.

Partnership Wealth Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $809K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Partnership Wealth Management held 1,010 shares of American Express worth $342K as of Q2 2026.
Partnership Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.23% of Partnership Wealth Management's portfolio in Q2 2026, its #52 holding.
Partnership Wealth Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's American Express position peaked at $809K in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.