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Simplicity Wealth’s American Express AXP Stock Holding History

Simplicity Wealth’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 		$12.7M Buy
37,462
+35,291
+1,626% +$11.3M 0.43% 56
2026
Q1 		$657K Buy
2,171
+302
+16% +$101K 0.04% 389
2025
Q4 		$691K Buy
1,869
+223
+14% +$79.8K 0.04% 360
2025
Q3 		$547K Sell
1,646
-526
-24% -$167K 0.03% 420
2025
Q2 		$693K Buy
2,172
+1,202
+124% +$338K 0.03% 394
2025
Q1 		$261K Sell
970
-573
-37% -$169K 0.02% 451
2024
Q4 		$458K Buy
1,543
+142
+10% +$40.8K 0.1% 178
2024
Q3 		$380K Sell
1,401
-12,108
-90% -$3.01M 0.04% 351
2024
Q2 		$3.13M Sell
13,509
-716
-5% -$166K 0.07% 262
2024
Q1 		$3.24M Buy
+14,225
New +$2.95M 0.08% 257

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Simplicity Wealth's AXP Position: Q2 2026 in Review

Simplicity Wealth increased its American Express (AXP) stake by 1,626% in Q2 2026, buying an estimated $11.3M and bringing the position to 37,462 shares worth $12.7M. The position accounts for 0.43% of the portfolio, ranked #56.

Simplicity Wealth first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 2,066 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Simplicity Wealth held 37,462 shares of American Express worth $12.7M as of Q2 2026.
  • Simplicity Wealth bought 35,291 American Express shares in Q2 2026, an estimated $11.3M.
  • American Express made up 0.43% of Simplicity Wealth's portfolio in Q2 2026, its #56 holding.
  • Simplicity Wealth first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • 2,066 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.