Strategic Investment Solutions’s American Express AXP Stock Holding History

Strategic Investment Solutions’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	$196K	Buy	579 +3	+0.5%	+$961	0.04%	154
2026 Q1	$174K	Sell	576 -135	-19%	-$45.3K	0.04%	159
2025 Q4	$263K	Buy	711 +138	+24%	+$49.4K	0.06%	120
2025 Q3	$191K	Sell	573 -1,426	-71%	-$454K	0.05%	137
2025 Q2	$638K	Buy	1,999 +1,408	+238%	+$396K	0.19%	75
2025 Q1	$159K	Buy	591 +7	+1%	+$2.07K	0.05%	118
2024 Q4	$127K	Sell	584 -4	-0.7%	-$1.15K	0.04%	117
2024 Q3	$159K	Buy	588 +7	+1%	+$1.74K	0.05%	108
2024 Q2	$134K	Buy	+581	New	+$135K	0.04%	116
2023 Q4	$109K	Sell	583 -9,154	-94%	-$1.47M	0.02%	293
2023 Q3	$1.59M	Buy	9,737 +9,583	+6,223%	+$1.57M	0.02%	252
2023 Q2	$25.1K	Sell	154 -422	-73%	-$68.1K	0.01%	419
2023 Q1	$95K	Buy	+576	New	+$95.6K	0.02%	265

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 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

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

Strategic Investment Solutions's AXP Position: Q2 2026 in Review

Strategic Investment Solutions increased its American Express (AXP) stake by 0.52% in Q2 2026, buying an estimated $961 and bringing the position to 579 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #154.

Strategic Investment Solutions first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.59M in Q3 2023. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Strategic Investment Solutions held 579 shares of American Express worth $196K as of Q2 2026.
Strategic Investment Solutions bought 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #154 holding.
Strategic Investment Solutions first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's American Express position peaked at $1.59M in Q3 2023.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.