Turtle Creek Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Turtle Creek Wealth Advisors's AXP Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its American Express (AXP) stake by 5.7% in Q2 2026, buying an estimated $90K and bringing the position to 5,223 shares worth $1.77M. The position accounts for 0.09% of the portfolio, ranked #123.
Turtle Creek Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 7 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Turtle Creek Wealth Advisors held 5,223 shares of American Express worth $1.77M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 281 American Express shares in Q2 2026, an estimated $90K.
- American Express made up 0.09% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #123 holding.
- Turtle Creek Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 7 quarters since.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.