Wealth Enhancement Advisory Services
AXP icon

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 		$658K Buy
+2,000
New +$640K ﹤0.01% 2430

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
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
CK
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.