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Sound Income Strategies’s American Express AXP Stock Holding History

Sound Income Strategies’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 		$812K Buy
2,399
+61
+3% +$19.5K 0.04% 232
2026
Q1 		$705K Sell
2,338
-42
-2% -$14.1K 0.03% 212
2025
Q4 		$868K Buy
2,380
+1,932
+431% +$691K 0.04% 197
2025
Q3 		$145K Sell
448
-129
-22% -$41K 0.01% 340
2025
Q2 		$184K Sell
577
-79
-12% -$22.2K 0.01% 286
2025
Q1 		$177K Buy
656
+110
+20% +$32.5K 0.01% 302
2024
Q4 		$162K Sell
546
-618
-53% -$178K 0.01% 280
2024
Q3 		$316K Buy
1,164
+657
+130% +$164K 0.02% 193
2024
Q2 		$117K Buy
507
+11
+2% +$2.55K 0.01% 306
2024
Q1 		$113K Buy
496
+157
+46% +$32.6K 0.01% 288
2023
Q4 		$63.6K Buy
339
+80
+31% +$12.9K 0.01% 361
2023
Q3 		$38.6K Sell
259
-88
-25% -$14.4K ﹤0.01% 330
2023
Q2 		$60.4K Hold
347
– – 0.01% 280
2023
Q1 		$57.2K Hold
347
– – 0.01% 268
2022
Q4 		$51.3K Buy
347
+123
+55% +$18.2K 0.01% 255
2022
Q3 		$30K Sell
224
-6
-3% -$908 ﹤0.01% 297
2022
Q2 		$32K Hold
230
– – ﹤0.01% 278
2022
Q1 		$43K Buy
230
+6
+3% +$1.08K ﹤0.01% 247
2021
Q4 		$37K Hold
224
– – ﹤0.01% 267
2021
Q3 		$38K Hold
224
– – ﹤0.01% 255
2021
Q2 		$37K Hold
224
– – 0.01% 263
2021
Q1 		$31.7K Hold
224
– – 0.01% 285
2020
Q4 		$27K Hold
224
– – 0.01% 275
2020
Q3 		$22K Hold
224
– – 0.01% 278
2020
Q2 		$21K Sell
224
-105
-32% -$9.67K 0.01% 262
2020
Q1 		$28K Buy
329
+252
+327% +$29.3K 0.01% 194
2019
Q4 		$10K Sell
77
-86
-53% -$10.3K ﹤0.01% 330
2019
Q3 		$19K Buy
163
+86
+112% +$10.5K 0.01% 220
2019
Q2 		$10K Buy
+77
New +$9.04K ﹤0.01% 332
2018
Q4 		– Sell
-450
Closed -$48K – 674
2018
Q3 		$48K Sell
450
-2
-0.4% -$208 0.02% 132
2018
Q2 		$44K Buy
452
+2
+0.4% +$197 0.03% 124
2018
Q1 		$42K Hold
450
– – 0.03% 130
2017
Q4 		$43K Buy
+450
New +$42.9K 0.03% 99

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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

Sound Income Strategies's AXP Position: Q2 2026 in Review

Sound Income Strategies increased its American Express (AXP) stake by 2.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,399 shares worth $812K. The position accounts for 0.04% of the portfolio, ranked #232.

Sound Income Strategies first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $868K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sound Income Strategies held 2,399 shares of American Express worth $812K as of Q2 2026.
  • Sound Income Strategies bought 61 American Express shares in Q2 2026, an estimated $19.5K.
  • American Express made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #232 holding.
  • Sound Income Strategies first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
  • Sound Income Strategies's American Express position peaked at $868K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.