Vermillion Wealth Management’s American Express AXP Stock Holding History

Vermillion 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	$76K	Sell	225 -82	-27%	-$26.3K	0.02%	486
2026 Q1	$92.8K	Buy	307 +38	+14%	+$12.7K	0.04%	152
2025 Q4	$99.7K	Hold	269	–	–	0.04%	139
2025 Q3	$89.3K	Buy	269 +1	+0.4%	+$318	0.02%	448
2025 Q2	$85.6K	Hold	268	–	–	0.04%	139
2025 Q1	$72K	Buy	268 +1	+0.4%	+$296	0.02%	456
2024 Q4	$79.2K	Buy	+267	New	+$76.7K	0.04%	139

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Vermillion Wealth Management's AXP Position: Q2 2026 in Review

Vermillion Wealth Management reduced its American Express (AXP) stake by 27% in Q2 2026, selling an estimated $26.3K and leaving 225 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #486.

Vermillion Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.7K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Vermillion Wealth Management held 225 shares of American Express worth $76K as of Q2 2026.
Vermillion Wealth Management sold 82 American Express shares in Q2 2026, an estimated $26.3K.
American Express made up 0.02% of Vermillion Wealth Management's portfolio in Q2 2026, its #486 holding.
Vermillion Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's American Express position peaked at $99.7K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.