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Thrive Wealth Management’s American Express AXP Stock Holding History

Thrive 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 		$657K Sell
1,943
-54
-3% -$17.3K 0.08% 113
2026
Q1 		$604K Sell
1,997
-32
-2% -$10.7K 0.09% 106
2025
Q4 		$751K Sell
2,029
-15
-0.7% -$5.37K 0.11% 98
2025
Q3 		$679K Buy
2,044
+33
+2% +$10.5K 0.1% 109
2025
Q2 		$642K Buy
2,011
+9
+0.4% +$2.53K 0.1% 102
2025
Q1 		$539K Sell
2,002
-61
-3% -$18K 0.1% 109
2024
Q4 		$612K Sell
2,063
-5
-0.2% -$1.44K 0.11% 101
2024
Q3 		$561K Buy
2,068
+241
+13% +$60K 0.1% 103
2024
Q2 		$423K Buy
1,827
+25
+1% +$5.79K 0.08% 131
2024
Q1 		$410K Buy
1,802
+279
+18% +$57.9K 0.08% 129
2023
Q4 		$285K Buy
1,523
+1
+0.1% +$161 0.06% 151
2023
Q3 		$227K Sell
1,522
-84
-5% -$13.7K 0.06% 155
2023
Q2 		$280K Buy
1,606
+172
+12% +$27.8K 0.07% 137
2023
Q1 		$236K Sell
1,434
-27
-2% -$4.48K 0.06% 149
2022
Q4 		$216K Buy
+1,461
New +$216K 0.06% 144

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

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

Thrive Wealth Management reduced its American Express (AXP) stake by 2.7% in Q2 2026, selling an estimated $17.3K and leaving 1,943 shares worth $657K. The position accounts for 0.08% of the portfolio, ranked #113.

Thrive Wealth Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $751K in Q4 2025. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Thrive Wealth Management held 1,943 shares of American Express worth $657K as of Q2 2026.
  • Thrive Wealth Management sold 54 American Express shares in Q2 2026, an estimated $17.3K.
  • American Express made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Thrive Wealth Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Thrive Wealth Management's American Express position peaked at $751K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.