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Salvus Wealth Management’s American Express AXP Stock Holding History

Salvus 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
2026
Q2 		$3.89M Sell
11,504
-454
-4% -$145K 2.18% 11
2026
Q1 		$3.62M Sell
11,958
-125
-1% -$41.9K 2.1% 14
2025
Q4 		$4.47M Buy
12,083
+65
+0.5% +$23.3K 2.5% 14
2025
Q3 		$3.99M Sell
12,018
-4,352
-27% -$1.38M 2.23% 15
2025
Q2 		$5.22M Sell
16,370
-208
-1% -$58.5K 3.05% 5
2025
Q1 		$4.46M Sell
16,578
-4,084
-20% -$1.21M 2.8% 7
2024
Q4 		$6.13M Sell
20,662
-163
-0.8% -$46.8K 3.91% 4
2024
Q3 		$5.65M Sell
20,825
-1,064
-5% -$265K 3.47% 5
2024
Q2 		$5.07M Buy
21,889
+973
+5% +$225K 3.48% 6
2024
Q1 		$4.76M Sell
20,916
-230
-1% -$47.7K 3.25% 7
2023
Q4 		$3.96M Sell
21,146
-435
-2% -$70K 2.82% 11
2023
Q3 		$3.22M Buy
21,581
+35
+0.2% +$5.72K 2.55% 13
2023
Q2 		$3.75M Buy
21,546
+3,303
+18% +$533K 2.89% 9
2023
Q1 		$3.01M Buy
18,243
+205
+1% +$34K 2.43% 12
2022
Q4 		$2.67M Sell
18,038
-35
-0.2% -$5.19K 2.45% 14
2022
Q3 		$2.44M Sell
18,073
-15
-0.1% -$2.27K 2.32% 13
2022
Q2 		$2.51M Buy
18,088
+55
+0.3% +$9.09K 2.25% 10
2022
Q1 		$3.37M Buy
18,033
+496
+3% +$89.6K 2.58% 9
2021
Q4 		$2.87M Buy
17,537
+40
+0.2% +$6.82K 2.1% 14
2021
Q3 		$2.93M Buy
17,497
+278
+2% +$46.5K 2.39% 9
2021
Q2 		$2.88M Sell
17,219
-395
-2% -$61.9K 2.42% 9
2021
Q1 		$2.59M Buy
17,614
+4,355
+33% +$575K 2.42% 10
2020
Q4 		$1.61M Buy
+13,259
New +$1.47M 1.75% 18

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Salvus Wealth Management reduced its American Express (AXP) stake by 3.8% in Q2 2026, selling an estimated $145K and leaving 11,504 shares worth $3.89M. The position accounts for 2.18% of the portfolio, ranked #11.

Salvus Wealth Management first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.13M in Q4 2024. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Salvus Wealth Management held 11,504 shares of American Express worth $3.89M as of Q2 2026.
  • Salvus Wealth Management sold 454 American Express shares in Q2 2026, an estimated $145K.
  • American Express made up 2.18% of Salvus Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Salvus Wealth Management first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's American Express position peaked at $6.13M in Q4 2024.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.