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Sandy Cove Advisors’s American Express AXP Stock Holding History

Sandy Cove 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 		$555K Buy
1,640
+148
+10% +$47.4K 0.14% 85
2026
Q1 		$451K Buy
1,492
+6
+0.4% +$2.01K 0.14% 86
2025
Q4 		$550K Buy
1,486
+24
+2% +$8.59K 0.16% 77
2025
Q3 		$485K Buy
1,462
+30
+2% +$9.54K 0.16% 82
2025
Q2 		$457K Buy
1,432
+79
+6% +$22.2K 0.17% 76
2025
Q1 		$364K Sell
1,353
-47
-3% -$13.9K 0.15% 85
2024
Q4 		$415K Buy
1,400
+90
+7% +$25.9K 0.16% 77
2024
Q3 		$355K Buy
1,310
+48
+4% +$12K 0.14% 81
2024
Q2 		$292K Buy
1,262
+9
+0.7% +$2.08K 0.13% 92
2024
Q1 		$285K Sell
1,253
-70
-5% -$14.5K 0.13% 99
2023
Q4 		$248K Buy
+1,323
New +$213K 0.13% 106
2022
Q2 		– Sell
-1,300
Closed -$243K – 96
2022
Q1 		$243K Buy
1,300
+783
+151% +$141K 0.2% 70
2021
Q4 		$85K Buy
+517
New +$88.2K 0.07% 133

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

Sandy Cove Advisors's AXP Position: Q2 2026 in Review

Sandy Cove Advisors increased its American Express (AXP) stake by 9.9% in Q2 2026, buying an estimated $47.4K and bringing the position to 1,640 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #85.

Sandy Cove Advisors first reported a position in AXP in Q4 2021 and has held it in 13 quarters since. 714 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sandy Cove Advisors held 1,640 shares of American Express worth $555K as of Q2 2026.
  • Sandy Cove Advisors bought 148 American Express shares in Q2 2026, an estimated $47.4K.
  • American Express made up 0.14% of Sandy Cove Advisors's portfolio in Q2 2026, its #85 holding.
  • Sandy Cove Advisors first reported a position in American Express in Q4 2021 and has held it in 13 quarters since.
  • 714 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.