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Sax Wealth Advisors’s American Express AXP Stock Holding History

Sax 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 		$1.02M Buy
3,369
+1,101
+49% +$353K 0.04% 226
2026
Q1 		$839K Sell
2,268
-153
-6% -$51.3K 0.04% 215
2025
Q4 		$896K Buy
2,421
+98
+4% +$35.1K 0.04% 219
2025
Q3 		$772K Buy
2,323
+275
+13% +$87.5K 0.04% 211
2025
Q2 		$653K Buy
2,048
+72
+4% +$20.3K 0.04% 220
2025
Q1 		$532K Buy
1,976
+70
+4% +$20.7K 0.04% 208
2024
Q4 		$566K Buy
+1,906
New +$548K 0.04% 180
2024
Q3 		– Sell
-1,453
Closed -$336K – 301
2024
Q2 		$336K Buy
+1,453
New +$337K 0.03% 193
2024
Q1 		– Sell
-1,171
Closed -$219K – 203
2023
Q4 		$219K Buy
+1,171
New +$188K 0.04% 174
2022
Q4 		– Sell
-1,864
Closed -$251K – 171
2022
Q3 		$251K Buy
1,864
+1
+0.1% +$151 0.06% 142
2022
Q2 		$258K Buy
1,863
+1
+0.1% +$165 0.07% 142
2022
Q1 		$348K Buy
1,862
+1
+0.1% +$181 0.08% 129
2021
Q4 		$304K Buy
+1,861
New +$317K 0.06% 142

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

Sax Wealth Advisors's AXP Position: Q2 2026 in Review

Sax Wealth Advisors increased its American Express (AXP) stake by 49% in Q2 2026, buying an estimated $353K and bringing the position to 3,369 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #226.

Sax Wealth Advisors first reported a position in AXP in Q4 2021 and has held it in 13 quarters since. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sax Wealth Advisors held 3,369 shares of American Express worth $1.02M as of Q2 2026.
  • Sax Wealth Advisors bought 1,101 American Express shares in Q2 2026, an estimated $353K.
  • American Express made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Sax Wealth Advisors first reported a position in American Express in Q4 2021 and has held it in 13 quarters since.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.