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Sowell Financial Services’s American Express AXP Stock Holding History

Sowell Financial Services’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 		$4.72M Buy
13,952
+155
+1% +$49.6K 0.15% 141
2026
Q1 		$4.17M Buy
13,797
+1,791
+15% +$601K 0.15% 140
2025
Q4 		$4.44M Buy
12,006
+1,402
+13% +$502K 0.16% 127
2025
Q3 		$3.52M Sell
10,604
-1,148
-10% -$365K 0.14% 155
2025
Q2 		$3.75M Buy
11,752
+3,467
+42% +$976K 0.15% 139
2025
Q1 		$2.23M Buy
+8,285
New +$2.45M 0.1% 213
2023
Q3 		– Sell
-10,904
Closed -$1.9M – 511
2023
Q2 		$1.9M Buy
10,904
+5,602
+106% +$904K 0.11% 223
2023
Q1 		$875K Buy
+5,302
New +$880K 0.07% 319
2021
Q2 		– Sell
-3,628
Closed -$569K – 708
2021
Q1 		$569K Buy
3,628
+40
+1% +$5.29K 0.02% 598
2020
Q4 		$434K Sell
3,588
-1,119
-24% -$124K 0.02% 561
2020
Q3 		$472K Sell
4,707
-690
-13% -$67.9K 0.02% 481
2020
Q2 		$514K Sell
5,397
-2,658
-33% -$245K 0.03% 445
2020
Q1 		$690K Buy
8,055
+1,482
+23% +$172K 0.05% 313
2019
Q4 		$818K Buy
6,573
+918
+16% +$110K 0.06% 316
2019
Q3 		$669K Buy
+5,655
New +$693K 0.06% 332
2019
Q1 		$266K Buy
2,435
+207
+9% +$21.8K 0.03% 476
2018
Q4 		$212K Buy
2,228
+132
+6% +$13.8K 0.03% 449
2018
Q3 		$223K Buy
2,096
+8
+0.4% +$832 0.03% 312
2018
Q2 		$213K Sell
2,088
-4,420
-68% -$434K 0.05% 261
2018
Q1 		$635K Sell
6,508
-1,888
-22% -$183K 0.16% 134
2017
Q4 		$838K Buy
+8,396
New +$800K 0.2% 108
2017
Q1 		– Sell
-1,610
Closed -$128K – 276
2016
Q4 		$128K Buy
+1,610
New +$111K 0.04% 239

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
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
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

Sowell Financial Services's AXP Position: Q2 2026 in Review

Sowell Financial Services increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $49.6K and bringing the position to 13,952 shares worth $4.72M. The position accounts for 0.15% of the portfolio, ranked #141.

Sowell Financial Services first reported a position in AXP in Q4 2016 and has held it in 22 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sowell Financial Services held 13,952 shares of American Express worth $4.72M as of Q2 2026.
  • Sowell Financial Services bought 155 American Express shares in Q2 2026, an estimated $49.6K.
  • American Express made up 0.15% of Sowell Financial Services's portfolio in Q2 2026, its #141 holding.
  • Sowell Financial Services first reported a position in American Express in Q4 2016 and has held it in 22 quarters since.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.