Precedent Wealth Partners’s American Express AXP Stock Holding History

Precedent Wealth Partners’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	$696K	Buy	2,058 +25	+1%	+$8K	0.12%	126
2026 Q1	$615K	Hold	2,033	–	–	0.12%	119
2025 Q4	$752K	Buy	2,033 +31	+2%	+$11.1K	0.16%	118
2025 Q3	$665K	Hold	2,002	–	–	0.15%	120
2025 Q2	$639K	Sell	2,002 -115	-5%	-$32.4K	0.16%	117
2025 Q1	$570K	Buy	2,117 +53	+3%	+$15.7K	0.16%	115
2024 Q4	$613K	Buy	2,064 +43	+2%	+$12.4K	0.2%	110
2024 Q3	$548K	Hold	2,021	–	–	0.18%	107
2024 Q2	$468K	Buy	2,021 +264	+15%	+$61.1K	0.19%	104
2024 Q1	$400K	Hold	1,757	–	–	0.17%	105
2023 Q4	$329K	Buy	+1,757	New	+$283K	0.17%	108

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

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

Precedent Wealth Partners increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $8K and bringing the position to 2,058 shares worth $696K. The position accounts for 0.12% of the portfolio, ranked #126.

Precedent Wealth Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $752K in Q4 2025. 851 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Precedent Wealth Partners held 2,058 shares of American Express worth $696K as of Q2 2026.
Precedent Wealth Partners bought 25 American Express shares in Q2 2026, an estimated $8K.
American Express made up 0.12% of Precedent Wealth Partners's portfolio in Q2 2026, its #126 holding.
Precedent Wealth Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's American Express position peaked at $752K in Q4 2025.
851 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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