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Wealth Architects’s American Express AXP Stock Holding History

Wealth Architects’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 		$702K Sell
2,074
-18
-0.9% -$5.76K 0.06% 129
2026
Q1 		$633K Sell
2,092
-7
-0.3% -$2.35K 0.06% 127
2025
Q4 		$777K Sell
2,099
-15
-0.7% -$5.37K 0.07% 116
2025
Q3 		$702K Sell
2,114
-4
-0.2% -$1.27K 0.07% 121
2025
Q2 		$676K Buy
2,118
+22
+1% +$6.19K 0.07% 121
2025
Q1 		$564K Sell
2,096
-39
-2% -$11.5K 0.06% 129
2024
Q4 		$634K Sell
2,135
-69
-3% -$19.8K 0.07% 107
2024
Q3 		$598K Sell
2,204
-21
-0.9% -$5.23K 0.07% 110
2024
Q2 		$515K Sell
2,225
-20
-0.9% -$4.63K 0.06% 118
2024
Q1 		$511K Buy
2,245
+9
+0.4% +$1.87K 0.07% 115
2023
Q4 		$419K Buy
2,236
+74
+3% +$11.9K 0.06% 126
2023
Q3 		$323K Sell
2,162
-29
-1% -$4.74K 0.05% 138
2023
Q2 		$382K Sell
2,191
-58
-3% -$9.36K 0.06% 136
2023
Q1 		$371K Sell
2,249
-26
-1% -$4.31K 0.07% 129
2022
Q4 		$336K Sell
2,275
-37
-2% -$5.48K 0.06% 127
2022
Q3 		$312K Sell
2,312
-111
-5% -$16.8K 0.07% 127
2022
Q2 		$336K Sell
2,423
-38
-2% -$6.28K 0.07% 130
2022
Q1 		$460K Buy
2,461
+163
+7% +$29.4K 0.08% 120
2021
Q4 		$376K Sell
2,298
-373
-14% -$63.6K 0.07% 135
2021
Q3 		$447K Sell
2,671
-35
-1% -$5.85K 0.09% 107
2021
Q2 		$447K Buy
2,706
+127
+5% +$19.9K 0.09% 100
2021
Q1 		$365K Buy
2,579
+120
+5% +$15.9K 0.08% 108
2020
Q4 		$297K Sell
2,459
-58
-2% -$6.42K 0.07% 116
2020
Q3 		$252K Buy
2,517
+380
+18% +$37.4K 0.07% 122
2020
Q2 		$203K Buy
+2,137
New +$197K 0.06% 129
2020
Q1 		– Sell
-1,885
Closed -$235K – 129
2019
Q4 		$235K Sell
1,885
-17
-0.9% -$2.03K 0.07% 118
2019
Q3 		$225K Sell
1,902
-101
-5% -$12.4K 0.07% 116
2019
Q2 		$247K Buy
2,003
+41
+2% +$4.82K 0.07% 112
2019
Q1 		$214K Buy
+1,962
New +$206K 0.07% 121
2018
Q4 		– Sell
-1,931
Closed -$206K – 128
2018
Q3 		$206K Buy
+1,931
New +$201K 0.06% 130
2018
Q1 		– Sell
-2,159
Closed -$214K – 129
2017
Q4 		$214K Sell
2,159
-154
-7% -$14.7K 0.07% 124
2017
Q3 		$209K Buy
+2,313
New +$199K 0.07% 117
2015
Q3 		– Sell
-3,972
Closed -$309K – 118
2015
Q2 		$309K Buy
+3,972
New +$315K 0.17% 88
2015
Q1 		– Sell
-2,287
Closed -$213K – 98
2014
Q4 		$213K Buy
+2,287
New +$205K 0.13% 94

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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

Wealth Architects's AXP Position: Q2 2026 in Review

Wealth Architects reduced its American Express (AXP) stake by 0.86% in Q2 2026, selling an estimated $5.76K and leaving 2,074 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #129.

Wealth Architects first reported a position in AXP in Q4 2014 and has held it in 34 quarters since. The position peaked at $777K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Architects held 2,074 shares of American Express worth $702K as of Q2 2026.
  • Wealth Architects sold 18 American Express shares in Q2 2026, an estimated $5.76K.
  • American Express made up 0.06% of Wealth Architects's portfolio in Q2 2026, its #129 holding.
  • Wealth Architects first reported a position in American Express in Q4 2014 and has held it in 34 quarters since.
  • Wealth Architects's American Express position peaked at $777K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.