Smallwood Wealth Investment Management’s American Express AXP Stock Holding History

Smallwood Wealth Investment 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	$198K	Buy	585 +50	+9%	+$16K	0.09%	93
2026 Q1	$162K	Sell	535 -180	-25%	-$60.4K	0.09%	87
2025 Q4	$265K	Hold	715	–	–	0.14%	71
2025 Q3	$237K	Sell	715 -3	-0.4%	-$954	0.12%	78
2025 Q2	$229K	Buy	718 +3	+0.4%	+$844	0.13%	73
2025 Q1	$192K	Hold	715	–	–	0.12%	80
2024 Q4	$212K	Buy	+715	New	+$205K	0.14%	75

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Smallwood Wealth Investment Management's AXP Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its American Express (AXP) stake by 9.3% in Q2 2026, buying an estimated $16K and bringing the position to 585 shares worth $198K. The position accounts for 0.09% of the portfolio, ranked #93.

Smallwood Wealth Investment Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $265K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Smallwood Wealth Investment Management held 585 shares of American Express worth $198K as of Q2 2026.
Smallwood Wealth Investment Management bought 50 American Express shares in Q2 2026, an estimated $16K.
American Express made up 0.09% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #93 holding.
Smallwood Wealth Investment Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Smallwood Wealth Investment Management's American Express position peaked at $265K in Q4 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.