SAM
AXP icon

Secure Asset Management’s American Express AXP Stock Holding History

Secure Asset 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 		$600K Buy
1,774
+101
+6% +$32.3K 0.08% 172
2026
Q1 		$506K Sell
1,673
-659
-28% -$221K 0.08% 186
2025
Q4 		$863K Sell
2,332
-134
-5% -$48K 0.14% 139
2025
Q3 		$810K Buy
2,466
+80
+3% +$25.4K 0.13% 142
2025
Q2 		$761K Buy
2,386
+1,147
+93% +$323K 0.14% 151
2025
Q1 		$333K Buy
1,239
+232
+23% +$68.6K 0.07% 221
2024
Q4 		$299K Buy
+1,007
New +$289K 0.05% 252
2022
Q4 		– Sell
-2,112
Closed -$285K – 197
2022
Q3 		$285K Sell
2,112
-247
-10% -$37.4K 0.16% 111
2022
Q2 		$327K Buy
2,359
+2
+0.1% +$330 0.18% 112
2022
Q1 		$441K Buy
+2,357
New +$426K 0.2% 99

Other funds holding AXP

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 $59.6B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return