TradeWell Securities’s American Express AXP Stock Holding History

TradeWell Securities’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	$627K	Buy	1,853 +6	+0.3%	+$1.92K	0.22%	31
2026 Q1	$559K	Buy	1,847 +2	+0.1%	+$671	0.24%	33
2025 Q4	$682K	Sell	1,845 -57	-3%	-$20.4K	0.27%	30
2025 Q3	$625K	Buy	1,902 +338	+22%	+$108K	0.26%	30
2025 Q2	$499K	Buy	+1,564	New	+$440K	0.24%	31

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

TradeWell Securities's AXP Position: Q2 2026 in Review

TradeWell Securities increased its American Express (AXP) stake by 0.32% in Q2 2026, buying an estimated $1.92K and bringing the position to 1,853 shares worth $627K. The position accounts for 0.22% of the portfolio, ranked #31.

TradeWell Securities first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $682K in Q4 2025. 1,431 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

TradeWell Securities held 1,853 shares of American Express worth $627K as of Q2 2026.
TradeWell Securities bought 6 American Express shares in Q2 2026, an estimated $1.92K.
American Express made up 0.22% of TradeWell Securities's portfolio in Q2 2026, its #31 holding.
TradeWell Securities first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
TradeWell Securities's American Express position peaked at $682K in Q4 2025.
1,431 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.