Waverly Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Waverly Advisors's AXP Position: Q2 2026 in Review
Waverly Advisors increased its American Express (AXP) stake by 6.7% in Q2 2026, buying an estimated $1.96M and bringing the position to 97,920 shares worth $33.1M. The position accounts for 0.19% of the portfolio, ranked #109.
Waverly Advisors first reported a position in AXP in Q3 2013 and has held it in 31 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Waverly Advisors held 97,920 shares of American Express worth $33.1M as of Q2 2026.
- Waverly Advisors bought 6,111 American Express shares in Q2 2026, an estimated $1.96M.
- American Express made up 0.19% of Waverly Advisors's portfolio in Q2 2026, its #109 holding.
- Waverly Advisors first reported a position in American Express in Q3 2013 and has held it in 31 quarters since.
- 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.