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Tanager Wealth Management’s American Express AXP Stock Holding History

Tanager Wealth Management’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 		$1.04M Buy
3,061
+964
+46% +$309K 0.09% 58
2026
Q1 		$634K Buy
2,097
+79
+4% +$26.5K 0.06% 73
2025
Q4 		$747K Sell
2,018
-170
-8% -$60.8K 0.07% 64
2025
Q3 		$727K Sell
2,188
-72
-3% -$22.9K 0.08% 66
2025
Q2 		$721K Sell
2,260
-536
-19% -$151K 0.09% 63
2025
Q1 		$752K Sell
2,796
-494
-15% -$146K 0.1% 55
2024
Q4 		$976K Sell
3,290
-85
-3% -$24.4K 0.13% 43
2024
Q3 		$915K Sell
3,375
-11
-0.3% -$2.74K 0.12% 41
2024
Q2 		$784K Hold
3,386
– – 0.12% 45
2024
Q1 		$771K Buy
3,386
+209
+7% +$43.3K 0.12% 45
2023
Q4 		$595K Sell
3,177
-117
-4% -$18.8K 0.11% 47
2023
Q3 		$491K Buy
3,294
+146
+5% +$23.9K 0.1% 48
2023
Q2 		$548K Buy
3,148
+118
+4% +$19K 0.12% 50
2023
Q1 		$500K Sell
3,030
-266
-8% -$44.1K 0.12% 47
2022
Q4 		$487K Buy
3,296
+304
+10% +$45K 0.13% 48
2022
Q3 		$404K Buy
+2,992
New +$453K 0.32% 28

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
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

Tanager Wealth Management's AXP Position: Q2 2026 in Review

Tanager Wealth Management increased its American Express (AXP) stake by 46% in Q2 2026, buying an estimated $309K and bringing the position to 3,061 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #58.

Tanager Wealth Management first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. 851 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Tanager Wealth Management held 3,061 shares of American Express worth $1.04M as of Q2 2026.
  • Tanager Wealth Management bought 964 American Express shares in Q2 2026, an estimated $309K.
  • American Express made up 0.09% of Tanager Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Tanager Wealth Management first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
  • 851 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.