TrueWealth Advisors’s American Express AXP Stock Holding History

TrueWealth Advisors’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	$260K	Sell	770 -1,204	-61%	-$385K	0.06%	212
2026 Q1	$597K	Buy	1,974 +1,403	+246%	+$470K	0.15%	127
2025 Q4	$211K	Buy	+571	New	+$204K	0.05%	232
2025 Q3	–	Sell	-758	Closed	-$242K	–	224
2025 Q2	$242K	Buy	+758	New	+$213K	0.07%	197
2025 Q1	–	Sell	-815	Closed	-$242K	–	210
2024 Q4	$242K	Sell	815 -1,097	-57%	-$315K	0.08%	197
2024 Q3	$518K	Sell	1,912 -38	-2%	-$9.46K	0.17%	105
2024 Q2	$452K	Buy	1,950 +437	+29%	+$101K	0.17%	104
2024 Q1	$345K	Buy	1,513 +435	+40%	+$90.2K	0.13%	129
2023 Q4	$202K	Buy	+1,078	New	+$174K	0.08%	194
2022 Q2	–	Sell	-1,399	Closed	-$229K	–	172
2022 Q1	$229K	Hold	1,399	–	–	0.1%	159
2021 Q4	$229K	Buy	+1,399	New	+$239K	0.1%	159

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

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

TrueWealth Advisors's AXP Position: Q2 2026 in Review

TrueWealth Advisors reduced its American Express (AXP) stake by 61% in Q2 2026, selling an estimated $385K and leaving 770 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #212.

TrueWealth Advisors first reported a position in AXP in Q4 2021 and has held it in 11 quarters since. The position peaked at $597K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

TrueWealth Advisors held 770 shares of American Express worth $260K as of Q2 2026.
TrueWealth Advisors sold 1,204 American Express shares in Q2 2026, an estimated $385K.
American Express made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #212 holding.
TrueWealth Advisors first reported a position in American Express in Q4 2021 and has held it in 11 quarters since.
TrueWealth Advisors's American Express position peaked at $597K in Q1 2026.
1,390 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.