Wealth Enhancement Advisory Services’s American Express AXP Stock Holding History

Wealth Enhancement Advisory Services’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	$80.3M	Buy	243,959 +11,340	+5%	+$3.63M	0.13%	131
2026 Q1	$65.1M	Sell	232,619 -93,788	-29%	-$31.4M	0.13%	138
2025 Q4	$125M	Buy	326,407 +5,518	+2%	+$1.97M	0.17%	105
2025 Q3	$105M	Sell	320,889 -6,856	-2%	-$2.18M	0.16%	125
2025 Q2	$108M	Sell	327,745 -34,617	-10%	-$9.74M	0.18%	115
2025 Q1	$97.5M	Sell	362,362 -20,339	-5%	-$6.01M	0.19%	103
2024 Q4	$114M	Buy	382,701 +73,442	+24%	+$21.1M	0.22%	93
2024 Q3	$83.9M	Sell	309,259 -1,358	-0.4%	-$338K	0.18%	115
2024 Q2	$71.9M	Sell	310,617 -2,213	-0.7%	-$513K	0.17%	121
2024 Q1	$71.2M	Sell	312,830 -8,114	-3%	-$1.68M	0.18%	116
2023 Q4	$60.1M	Sell	320,944 -14,857	-4%	-$2.39M	0.17%	129
2023 Q3	$50.1M	Buy	335,801 +333,602	+15,171%	+$54.6M	0.16%	131
2023 Q2	$383K	Sell	2,199 -1,039	-32%	-$168K	﹤0.01%	392
2023 Q1	$534K	Buy	+3,238	New	+$537K	0.01%	382
2020 Q1	–	Sell	-2,042	Closed	-$253K	–	220
2019 Q4	$253K	Buy	+2,042	New	+$244K	0.01%	199

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

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's AXP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its American Express (AXP) stake by 4.9% in Q2 2026, buying an estimated $3.63M and bringing the position to 243,959 shares worth $80.3M. The position accounts for 0.13% of the portfolio, ranked #131.

Wealth Enhancement Advisory Services first reported a position in AXP in Q4 2019 and has held it in 15 quarters since. The position peaked at $125M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wealth Enhancement Advisory Services held 243,959 shares of American Express worth $80.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 11,340 American Express shares in Q2 2026, an estimated $3.63M.
American Express made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #131 holding.
Wealth Enhancement Advisory Services first reported a position in American Express in Q4 2019 and has held it in 15 quarters since.
Wealth Enhancement Advisory Services's American Express position peaked at $125M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.