QWM
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Quaker Wealth Management’s American Express AXP Stock Holding History

Quaker 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
2025
Q2 		– Sell
-7
Closed -$1.88K – 943
2025
Q1 		$1.88K Buy
+7
New +$2.07K ﹤0.01% 415

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

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

Quaker Wealth Management increased its American Express (AXP) stake by 700% in Q2 2026, buying an estimated $33.6K and bringing the position to 120 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #185.

Quaker Wealth Management first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Quaker Wealth Management held 120 shares of American Express worth $40.6K as of Q2 2026.
  • Quaker Wealth Management bought 105 American Express shares in Q2 2026, an estimated $33.6K.
  • American Express made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Quaker Wealth Management first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.