Wealth Enhancement Advisory Services
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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
Q3 		$73.9M Buy
254,966
+11,007
+5% +$3.68M 0.11% 172
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% -$9.7M 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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's AXP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its American Express (AXP) stake by 4.5% in Q3 2026, buying an estimated $3.68M and bringing the position to 254,966 shares worth $73.9M. The position accounts for 0.11% of the portfolio, ranked #172.

Wealth Enhancement Advisory Services first reported a position in AXP in Q4 2019 and has held it in 16 quarters since. The position peaked at $125M in Q4 2025. 882 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 254,966 shares of American Express worth $73.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 11,007 American Express shares in Q3 2026, an estimated $3.68M.
  • American Express made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #172 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Express in Q4 2019 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's American Express position peaked at $125M in Q4 2025.
  • 882 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.