Triangle Securities Wealth Management’s American Express AXP Stock Holding History

Triangle Securities 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	$654K	Sell	1,933 -143	-7%	-$45.8K	0.13%	147
2026 Q1	$628K	Sell	2,076 -566	-21%	-$190K	0.14%	139
2025 Q4	$977K	Sell	2,642 -46	-2%	-$16.5K	0.21%	110
2025 Q3	$893K	Buy	2,688 +689	+34%	+$219K	0.2%	114
2025 Q2	$638K	Sell	1,999 -738	-27%	-$208K	0.16%	132
2025 Q1	$736K	Buy	2,737 +50	+2%	+$14.8K	0.19%	126
2024 Q4	$797K	Sell	2,687 -23	-0.8%	-$6.61K	0.2%	124
2024 Q3	$735K	Hold	2,710	–	–	0.19%	127
2024 Q2	$628K	Hold	2,710	–	–	0.18%	133
2024 Q1	$617K	Hold	2,710	–	–	0.18%	132
2023 Q4	$508K	Hold	2,710	–	–	0.16%	139
2023 Q3	$404K	Buy	2,710 +34	+1%	+$5.56K	0.14%	140
2023 Q2	$466K	Hold	2,676	–	–	0.16%	140
2023 Q1	$441K	Hold	2,676	–	–	0.16%	143
2022 Q4	$395K	Hold	2,676	–	–	0.15%	149
2022 Q3	$361K	Sell	2,676 -95	-3%	-$14.4K	0.15%	146
2022 Q2	$384K	Hold	2,771	–	–	0.15%	143
2022 Q1	$518K	Hold	2,771	–	–	0.17%	133
2021 Q4	$453K	Buy	2,771 +95	+4%	+$16.2K	0.14%	142
2021 Q3	$448K	Hold	2,676	–	–	0.15%	138
2021 Q2	$442K	Hold	2,676	–	–	0.15%	139
2021 Q1	$378K	Hold	2,676	–	–	0.14%	146
2020 Q4	$324K	Sell	2,676 -265	-9%	-$29.3K	0.13%	151
2020 Q3	$295K	Hold	2,941	–	–	0.13%	143
2020 Q2	$280K	Hold	2,941	–	–	0.13%	138
2020 Q1	$252K	Buy	2,941 +100	+4%	+$11.6K	0.15%	133
2019 Q4	$354K	Hold	2,841	–	–	0.15%	123
2019 Q3	$336K	Sell	2,841 -50	-2%	-$6.13K	0.16%	127
2019 Q2	$361K	Sell	2,891 -285	-9%	-$33.5K	0.18%	117
2019 Q1	$347K	Sell	3,176 -131	-4%	-$13.8K	0.18%	117
2018 Q4	$315K	Hold	3,307	–	–	0.19%	111
2018 Q3	$352K	Hold	3,307	–	–	0.19%	117
2018 Q2	$324K	Hold	3,307	–	–	0.18%	117
2018 Q1	$308K	Buy	3,307 +100	+3%	+$9.69K	0.18%	116
2017 Q4	$318K	Hold	3,207	–	–	0.18%	113
2017 Q3	$290K	Hold	3,207	–	–	0.17%	114
2017 Q2	$270K	Sell	3,207 -200	-6%	-$15.8K	0.18%	115
2017 Q1	$270K	Buy	3,407 +531	+18%	+$41.5K	0.17%	112
2016 Q4	$213K	Buy	+2,876	New	+$199K	0.14%	120
2016 Q1	–	Sell	-2,876	Closed	-$200K	–	137
2015 Q4	$200K	Hold	2,876	–	–	0.13%	116
2015 Q3	$213K	Hold	2,876	–	–	0.16%	125
2015 Q2	$224K	Hold	2,876	–	–	0.16%	127
2015 Q1	$225K	Hold	2,876	–	–	0.16%	130
2014 Q4	$268K	Hold	2,876	–	–	0.19%	109
2014 Q3	$252K	Hold	2,876	–	–	0.19%	104
2014 Q2	$273K	Buy	+2,876	New	+$259K	0.21%	103
2014 Q1	–	Sell	-2,876	Closed	-$261K	–	116
2013 Q4	$261K	Hold	2,876	–	–	0.21%	103
2013 Q3	$217K	Hold	2,876	–	–	0.19%	112
2013 Q2	$215K	Buy	+2,876	New	+$205K	0.16%	114

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Triangle Securities Wealth Management's AXP Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its American Express (AXP) stake by 6.9% in Q2 2026, selling an estimated $45.8K and leaving 1,933 shares worth $654K. The position accounts for 0.13% of the portfolio, ranked #147.

Triangle Securities Wealth Management first reported a position in AXP in Q2 2013 and has held it in 49 quarters since. The position peaked at $977K in Q4 2025. 607 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Triangle Securities Wealth Management held 1,933 shares of American Express worth $654K as of Q2 2026.
Triangle Securities Wealth Management sold 143 American Express shares in Q2 2026, an estimated $45.8K.
American Express made up 0.13% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #147 holding.
Triangle Securities Wealth Management first reported a position in American Express in Q2 2013 and has held it in 49 quarters since.
Triangle Securities Wealth Management's American Express position peaked at $977K in Q4 2025.
607 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.