Regimen Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$207K Buy
+611
New +$196K 0.06% 73
2026
Q1
Sell
-608
Closed -$225K 71
2025
Q4
$225K Buy
608
+1
+0.2% +$358 0.07% 73
2025
Q3
$202K Buy
+607
New +$193K 0.06% 75

Other funds holding AXP

Regimen Wealth's AXP Position: Q2 2026 in Review

Regimen Wealth opened a new position in American Express (AXP) in Q2 2026: 611 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings. This is a return to the name: Regimen Wealth previously reported a position in AXP as recently as Q4 2025.

Regimen Wealth first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Regimen Wealth held 611 shares of American Express worth $207K as of Q2 2026.
  • American Express was a new Regimen Wealth position in Q2 2026.
  • American Express made up 0.06% of Regimen Wealth's portfolio in Q2 2026, its #73 holding.
  • Regimen Wealth first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Regimen Wealth's American Express position peaked at $225K in Q4 2025.
  • 2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.