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Regent Peak Wealth Advisors’s American Express AXP Stock Holding History

Regent Peak 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 		$405K Buy
1,197
+24
+2% +$7.68K 0.08% 120
2026
Q1 		$355K Sell
1,173
-69
-6% -$23.1K 0.07% 123
2025
Q4 		$459K Buy
1,242
+16
+1% +$5.73K 0.09% 98
2025
Q3 		$407K Buy
+1,226
New +$390K 0.08% 105
2025
Q1 		$322K Sell
1,198
-3
-0.2% -$887 0.08% 114
2024
Q4 		$356K Buy
1,201
+26
+2% +$7.47K 0.08% 106
2024
Q3 		$319K Buy
1,175
+21
+2% +$5.23K 0.07% 117
2024
Q2 		$267K Buy
1,154
+4
+0.3% +$926 0.06% 133
2024
Q1 		$262K Sell
1,150
-49
-4% -$10.2K 0.07% 132
2023
Q4 		$225K Buy
+1,199
New +$193K 0.06% 143
2023
Q3 		– Sell
-1,400
Closed -$244K – 156
2023
Q2 		$244K Sell
1,400
-131
-9% -$21.1K 0.07% 125
2023
Q1 		$253K Sell
1,531
-10,237
-87% -$1.7M 0.08% 125
2022
Q4 		$1.74M Buy
11,768
+1,845
+19% +$273K 0.57% 43
2022
Q3 		$1.34M Buy
+9,923
New +$1.5M 0.47% 50
2021
Q1 		– Sell
-698
Closed -$84K – 222
2020
Q4 		$84K Buy
+698
New +$77.3K 0.03% 239

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

Regent Peak Wealth Advisors's AXP Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its American Express (AXP) stake by 2% in Q2 2026, buying an estimated $7.68K and bringing the position to 1,197 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #120.

Regent Peak Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2022. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,197 shares of American Express worth $405K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 24 American Express shares in Q2 2026, an estimated $7.68K.
  • American Express made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Regent Peak Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 15 quarters since.
  • Regent Peak Wealth Advisors's American Express position peaked at $1.74M in Q4 2022.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.