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Retirement Wealth Solutions’s American Express AXP Stock Holding History

Retirement Wealth Solutions’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 		$9.13K Buy
27
+23
+575% +$7.36K 0.01% 236
2026
Q1 		$1.21K Sell
4
-4
-50% -$1.34K ﹤0.01% 606
2025
Q4 		$2.96K Buy
+8
New +$2.86K ﹤0.01% 393

Other funds holding AXP

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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Retirement Wealth Solutions's AXP Position: Q2 2026 in Review

Retirement Wealth Solutions increased its American Express (AXP) stake by 575% in Q2 2026, buying an estimated $7.36K and bringing the position to 27 shares worth $9.13K. The position accounts for 0.01% of the portfolio, ranked #236.

Retirement Wealth Solutions first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Retirement Wealth Solutions held 27 shares of American Express worth $9.13K as of Q2 2026.
  • Retirement Wealth Solutions bought 23 American Express shares in Q2 2026, an estimated $7.36K.
  • American Express made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #236 holding.
  • Retirement Wealth Solutions first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.