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Simplify Asset Management’s American Express AXP Stock Holding History

Simplify 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 		$273K Sell
808
-38
-4% -$12.2K ﹤0.01% 128
2026
Q1 		$256K Sell
846
-219
-21% -$73.4K ﹤0.01% 126
2025
Q4 		$392K Buy
1,065
+415
+64% +$149K 0.01% 109
2025
Q3 		$216K Buy
+650
New +$207K ﹤0.01% 125

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

Simplify Asset Management's AXP Position: Q2 2026 in Review

Simplify Asset Management reduced its American Express (AXP) stake by 4.5% in Q2 2026, selling an estimated $12.2K and leaving 808 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Simplify Asset Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $392K in Q4 2025. 596 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Simplify Asset Management held 808 shares of American Express worth $273K as of Q2 2026.
  • Simplify Asset Management sold 38 American Express shares in Q2 2026, an estimated $12.2K.
  • American Express made up ﹤0.01% of Simplify Asset Management's portfolio in Q2 2026, its #128 holding.
  • Simplify Asset Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Simplify Asset Management's American Express position peaked at $392K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.