WPW
AXP icon

Waldron Private Wealth’s American Express AXP Stock Holding History

Waldron Private 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 		$513K Buy
1,517
+10
+0.7% +$3.2K 0.02% 220
2026
Q1 		$456K Buy
1,507
+114
+8% +$38.2K 0.02% 225
2025
Q4 		$515K Sell
1,393
-419
-23% -$150K 0.02% 203
2025
Q3 		$602K Buy
1,812
+345
+24% +$110K 0.02% 184
2025
Q2 		$468K Sell
1,467
-19
-1% -$5.35K 0.02% 197
2025
Q1 		$400K Sell
1,486
-4,198
-74% -$1.24M 0.02% 204
2024
Q4 		$1.69M Buy
5,684
+16
+0.3% +$4.6K 0.07% 122
2024
Q3 		$1.54M Buy
5,668
+218
+4% +$54.3K 0.06% 123
2024
Q2 		$1.26M Buy
5,450
+184
+3% +$42.6K 0.06% 134
2024
Q1 		$1.2M Buy
5,266
+718
+16% +$149K 0.05% 145
2023
Q4 		$852K Sell
4,548
-614
-12% -$98.8K 0.04% 170
2023
Q3 		$770K Buy
5,162
+187
+4% +$30.6K 0.04% 175
2023
Q2 		$867K Sell
4,975
-752
-13% -$121K 0.04% 165
2023
Q1 		$945K Buy
5,727
+284
+5% +$47.1K 0.05% 171
2022
Q4 		$734K Hold
5,443
– – 0.05% 191
2022
Q3 		$734K Buy
5,443
+441
+9% +$66.8K 0.05% 191
2022
Q2 		$693K Buy
5,002
+65
+1% +$10.7K 0.04% 203
2022
Q1 		$923K Buy
4,937
+205
+4% +$37K 0.05% 192
2021
Q4 		$774K Buy
4,732
+2
+0% +$341 0.04% 208
2021
Q3 		$792K Buy
4,730
+2,223
+89% +$372K 0.05% 176
2021
Q2 		$414K Sell
2,507
-84
-3% -$13.2K 0.03% 231
2021
Q1 		$366K Buy
2,591
+7
+0.3% +$925 0.03% 225
2020
Q4 		$312K Buy
2,584
+169
+7% +$18.7K 0.02% 224
2020
Q3 		$242K Buy
+2,415
New +$238K 0.02% 234
2019
Q3 		– Sell
-2,070
Closed -$255K – 259
2019
Q2 		$255K Sell
2,070
-1,428
-41% -$168K 0.03% 207
2019
Q1 		$382K Buy
3,498
+234
+7% +$24.6K 0.04% 163
2018
Q4 		$311K Buy
3,264
+1,167
+56% +$122K 0.04% 160
2018
Q3 		$223K Sell
2,097
-6
-0.3% -$624 0.04% 171
2018
Q2 		$206K Buy
+2,103
New +$207K 0.04% 163
2018
Q1 		– Sell
-2,096
Closed -$208K – 176
2017
Q4 		$208K Buy
+2,096
New +$200K 0.05% 157
2017
Q2 		– Sell
-3,115
Closed -$246K – 146
2017
Q1 		$246K Buy
+3,115
New +$244K 0.06% 184

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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

Waldron Private Wealth's AXP Position: Q2 2026 in Review

Waldron Private Wealth increased its American Express (AXP) stake by 0.66% in Q2 2026, buying an estimated $3.2K and bringing the position to 1,517 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #220.

Waldron Private Wealth first reported a position in AXP in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.69M in Q4 2024. 777 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Waldron Private Wealth held 1,517 shares of American Express worth $513K as of Q2 2026.
  • Waldron Private Wealth bought 10 American Express shares in Q2 2026, an estimated $3.2K.
  • American Express made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #220 holding.
  • Waldron Private Wealth first reported a position in American Express in Q1 2017 and has held it in 31 quarters since.
  • Waldron Private Wealth's American Express position peaked at $1.69M in Q4 2024.
  • 777 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.