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SteelPeak Wealth’s American Express AXP Stock Holding History

SteelPeak Wealth’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
2022
Q2 		– Sell
-100
Closed -$19K – 408
2022
Q1 		$19K Buy
+100
New +$18.1K ﹤0.01% 425
2020
Q4 		– Sell
-400
Closed -$40K – 327
2020
Q3 		$40K Buy
+400
New +$39.4K ﹤0.01% 286

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

SteelPeak Wealth's AXP Position: Q2 2026 in Review

SteelPeak Wealth reduced its American Express (AXP) stake by 36% in Q2 2026, selling an estimated $373K and leaving 2,064 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #374.

SteelPeak Wealth first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.38M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SteelPeak Wealth held 2,064 shares of American Express worth $698K as of Q2 2026.
  • SteelPeak Wealth sold 1,166 American Express shares in Q2 2026, an estimated $373K.
  • American Express made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #374 holding.
  • SteelPeak Wealth first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's American Express position peaked at $7.38M in Q3 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.