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Shelton Wealth Management’s American Express AXP Stock Holding History

Shelton 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 		$1.28M Buy
3,785
+1,088
+40% +$348K 0.5% 70
2026
Q1 		$816K Buy
+2,697
New +$904K 0.36% 84

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

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

Shelton Wealth Management increased its American Express (AXP) stake by 40% in Q2 2026, buying an estimated $348K and bringing the position to 3,785 shares worth $1.28M. The position accounts for 0.5% of the portfolio, ranked #70.

Shelton Wealth Management first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Shelton Wealth Management held 3,785 shares of American Express worth $1.28M as of Q2 2026.
  • Shelton Wealth Management bought 1,088 American Express shares in Q2 2026, an estimated $348K.
  • American Express made up 0.5% of Shelton Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Shelton Wealth Management first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • 609 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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