Sequoia Financial Advisors’s American Express AXP Stock Holding History

Sequoia Financial 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	$20.5M	Buy	60,686 +257	+0.4%	+$82.3K	0.1%	137
2026 Q1	$18.3M	Sell	60,429 -184	-0.3%	-$61.7K	0.1%	134
2025 Q4	$22.4M	Buy	60,613 +5,259	+10%	+$1.88M	0.13%	121
2025 Q3	$18.4M	Buy	55,354 +173	+0.3%	+$55K	0.11%	128
2025 Q2	$17.6M	Buy	55,181 +3,148	+6%	+$886K	0.12%	133
2025 Q1	$14M	Buy	52,033 +26,548	+104%	+$7.85M	0.11%	163
2024 Q4	$7.56M	Buy	25,485 +3,923	+18%	+$1.13M	0.07%	205
2024 Q3	$5.85M	Buy	21,562 +9,000	+72%	+$2.24M	0.06%	204
2024 Q2	$2.91M	Buy	12,562 +440	+4%	+$102K	0.04%	261
2024 Q1	$2.76M	Sell	12,122 -2,728	-18%	-$566K	0.03%	276
2023 Q4	$2.78M	Buy	14,850 +4,153	+39%	+$669K	0.03%	292
2023 Q3	$1.6M	Sell	10,697 -4	-0%	-$654	0.03%	260
2023 Q2	$1.86M	Sell	10,701 -667	-6%	-$108K	0.03%	250
2023 Q1	$1.88M	Buy	11,368 +2,297	+25%	+$381K	0.04%	224
2022 Q4	$1.34M	Buy	9,071 +3,565	+65%	+$528K	0.03%	250
2022 Q3	$743K	Sell	5,506 -2,074	-27%	-$314K	0.02%	242
2022 Q2	$1.05M	Sell	7,580 -939	-11%	-$155K	0.03%	223
2022 Q1	$1.59M	Buy	8,519 +1,549	+22%	+$280K	0.04%	208
2021 Q4	$1.14M	Buy	6,970 +4,170	+149%	+$711K	0.03%	229
2021 Q3	$469K	Sell	2,800 -2,572	-48%	-$430K	0.05%	160
2021 Q2	$888K	Buy	5,372 +376	+8%	+$58.9K	0.03%	216
2021 Q1	$707K	Buy	4,996 +10	+0.2%	+$1.32K	0.03%	216
2020 Q4	$603K	Buy	4,986 +228	+5%	+$25.3K	0.03%	226
2020 Q3	$477K	Sell	4,758 -1,492	-24%	-$147K	0.03%	231
2020 Q2	$595K	Buy	6,250 +1,549	+33%	+$143K	0.04%	198
2020 Q1	$402K	Sell	4,701 -40,608	-90%	-$4.72M	0.03%	219
2019 Q4	$5.64M	Buy	45,309 +700	+2%	+$83.7K	0.36%	41
2019 Q3	$5.28M	Sell	44,609 -3,888	-8%	-$477K	0.38%	37
2019 Q2	$5.99M	Sell	48,497 -484	-1%	-$56.8K	0.45%	31
2019 Q1	$5.35M	Buy	48,981 +505	+1%	+$53.1K	0.44%	33
2018 Q4	$4.62M	Buy	48,476 +21,762	+81%	+$2.28M	0.53%	36
2018 Q3	$2.85M	Buy	26,714 +333	+1%	+$34.6K	0.28%	63
2018 Q2	$2.58M	Buy	26,381 +21,584	+450%	+$2.12M	0.28%	65
2018 Q1	$447K	Sell	4,797 -268	-5%	-$26K	0.05%	170
2017 Q4	$503K	Buy	5,065 +1,370	+37%	+$130K	0.05%	164
2017 Q3	$334K	Buy	3,695 +259	+8%	+$22.3K	0.04%	198
2017 Q2	$289K	Sell	3,436 -101	-3%	-$7.99K	0.04%	212
2017 Q1	$280K	Sell	3,537 -3,537	-50%	-$277K	0.04%	210
2016 Q4	$524K	Sell	7,074 -373	-5%	-$25.8K	0.07%	131
2016 Q3	$477K	Sell	7,447 -610	-8%	-$39.2K	0.09%	120
2016 Q2	$490K	Buy	+8,057	New	+$510K	0.14%	113

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sequoia Financial Advisors's AXP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its American Express (AXP) stake by 0.43% in Q2 2026, buying an estimated $82.3K and bringing the position to 60,686 shares worth $20.5M. The position accounts for 0.1% of the portfolio, ranked #137.

Sequoia Financial Advisors first reported a position in AXP in Q2 2016 and has held it in 41 quarters since. The position peaked at $22.4M in Q4 2025. 578 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sequoia Financial Advisors held 60,686 shares of American Express worth $20.5M as of Q2 2026.
Sequoia Financial Advisors bought 257 American Express shares in Q2 2026, an estimated $82.3K.
American Express made up 0.1% of Sequoia Financial Advisors's portfolio in Q2 2026, its #137 holding.
Sequoia Financial Advisors first reported a position in American Express in Q2 2016 and has held it in 41 quarters since.
Sequoia Financial Advisors's American Express position peaked at $22.4M in Q4 2025.
578 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.