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Traveka Wealth’s American Express AXP Stock Holding History

Traveka 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
2026
Q2 		$213K Buy
+631
New +$202K 0.07% 180
2026
Q1 		– Sell
-621
Closed -$230K – 189
2025
Q4 		$230K Buy
621
+6
+1% +$2.15K 0.09% 162
2025
Q3 		$204K Buy
+615
New +$196K 0.09% 163

Other funds holding AXP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Traveka Wealth's AXP Position: Q2 2026 in Review

Traveka Wealth opened a new position in American Express (AXP) in Q2 2026: 631 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #180 among its holdings. This is a return to the name: Traveka Wealth previously reported a position in AXP as recently as Q4 2025.

Traveka Wealth first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 1,496 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Traveka Wealth held 631 shares of American Express worth $213K as of Q2 2026.
  • American Express was a new Traveka Wealth position in Q2 2026.
  • American Express made up 0.07% of Traveka Wealth's portfolio in Q2 2026, its #180 holding.
  • Traveka Wealth first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Traveka Wealth's American Express position peaked at $230K in Q4 2025.
  • 1,496 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.