Wealth Advisory Solutions’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.66M Buy
7,850
+4,792
+157% +$1.53M 0.55% 45
2026
Q1
$925K Buy
3,058
+2,291
+299% +$768K 0.21% 75
2025
Q4
$284K Hold
767
0.07% 111
2025
Q3
$255K Hold
767
0.06% 122
2025
Q2
$245K Sell
767
-252
-25% -$70.9K 0.06% 125
2025
Q1
$274K Sell
1,019
-769
-43% -$227K 0.07% 119
2024
Q4
$531K Buy
1,788
+212
+13% +$60.9K 0.15% 84
2024
Q3
$427K Hold
1,576
0.12% 91
2024
Q2
$365K Hold
1,576
0.1% 93
2024
Q1
$359K Buy
+1,576
New +$327K 0.09% 98
2023
Q4
Sell
-1,551
Closed -$231K 80
2023
Q3
$231K Buy
+1,551
New +$254K 0.05% 110
2021
Q1
Sell
-4,064
Closed -$491K 139
2020
Q4
$491K Buy
4,064
+1,598
+65% +$177K 0.13% 96
2020
Q3
$247K Buy
2,466
+24
+1% +$2.36K 0.07% 158
2020
Q2
$232K Buy
+2,442
New +$225K 0.06% 159

Other funds holding AXP

Wealth Advisory Solutions's AXP Position: Q2 2026 in Review

Wealth Advisory Solutions increased its American Express (AXP) stake by 157% in Q2 2026, buying an estimated $1.53M and bringing the position to 7,850 shares worth $2.66M. The position accounts for 0.55% of the portfolio, ranked #45.

Wealth Advisory Solutions first reported a position in AXP in Q2 2020 and has held it in 14 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Advisory Solutions held 7,850 shares of American Express worth $2.66M as of Q2 2026.
  • Wealth Advisory Solutions bought 4,792 American Express shares in Q2 2026, an estimated $1.53M.
  • American Express made up 0.55% of Wealth Advisory Solutions's portfolio in Q2 2026, its #45 holding.
  • Wealth Advisory Solutions first reported a position in American Express in Q2 2020 and has held it in 14 quarters since.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.