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SOA Wealth Advisors’s American Express AXP Stock Holding History

SOA Wealth 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 		$2.86M Buy
8,468
+42
+0.5% +$13.4K 0.48% 40
2026
Q1 		$2.55M Sell
8,426
-33
-0.4% -$11.1K 0.48% 43
2025
Q4 		$3.13M Sell
8,459
-100
-1% -$35.8K 0.53% 38
2025
Q3 		$2.84M Buy
8,559
+142
+2% +$45.2K 0.49% 43
2025
Q2 		$2.68M Buy
8,417
+190
+2% +$53.5K 0.5% 41
2025
Q1 		$2.21M Buy
8,227
+80
+1% +$23.6K 0.46% 46
2024
Q4 		$2.42M Buy
8,147
+116
+1% +$33.3K 0.45% 46
2024
Q3 		$2.18M Buy
8,031
+209
+3% +$52K 0.42% 49
2024
Q2 		$1.81M Buy
7,822
+1,164
+17% +$270K 0.36% 50
2024
Q1 		$1.52M Buy
6,658
+206
+3% +$42.7K 0.31% 56
2023
Q4 		$1.21M Sell
6,452
-431
-6% -$69.4K 0.27% 62
2023
Q3 		$1.03M Buy
6,883
+12
+0.2% +$1.96K 0.26% 61
2023
Q2 		$1.2M Sell
6,871
-42
-0.6% -$6.78K 0.28% 59
2023
Q1 		$1.14M Hold
6,913
– – 0.28% 59
2022
Q4 		$1.02M Buy
6,913
+12
+0.2% +$1.78K 0.27% 60
2022
Q3 		$931K Buy
6,901
+55
+0.8% +$8.32K 0.28% 60
2022
Q2 		$949K Sell
6,846
-276
-4% -$45.6K 0.28% 60
2022
Q1 		$1.33M Buy
7,122
+19
+0.3% +$3.43K 0.32% 60
2021
Q4 		$1.17M Sell
7,103
-570
-7% -$97.2K 0.28% 62
2021
Q3 		$1.28M Buy
7,673
+9
+0.1% +$1.5K 0.33% 60
2021
Q2 		$1.27M Buy
7,664
+492
+7% +$77.1K 0.33% 61
2021
Q1 		$1.01M Buy
7,172
+132
+2% +$17.4K 0.28% 65
2020
Q4 		$902K Buy
+7,040
New +$780K 0.25% 64

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

SOA Wealth Advisors's AXP Position: Q2 2026 in Review

SOA Wealth Advisors increased its American Express (AXP) stake by 0.5% in Q2 2026, buying an estimated $13.4K and bringing the position to 8,468 shares worth $2.86M. The position accounts for 0.48% of the portfolio, ranked #40.

SOA Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.13M in Q4 2025. 662 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SOA Wealth Advisors held 8,468 shares of American Express worth $2.86M as of Q2 2026.
  • SOA Wealth Advisors bought 42 American Express shares in Q2 2026, an estimated $13.4K.
  • American Express made up 0.48% of SOA Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • SOA Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's American Express position peaked at $3.13M in Q4 2025.
  • 662 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.