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

Wealth Enhancement Trust 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 		$4.39M Sell
12,973
-2,896
-18% -$927K 0.49% 52
2026
Q1 		$4.8M Sell
15,869
-1,640
-9% -$550K 0.58% 46
2025
Q4 		$6.48M Buy
+17,509
New +$6.27M 0.82% 31

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its American Express (AXP) stake by 18% in Q2 2026, selling an estimated $927K and leaving 12,973 shares worth $4.39M. The position accounts for 0.49% of the portfolio, ranked #52.

Wealth Enhancement Trust Services first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.48M in Q4 2025. 2,375 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Enhancement Trust Services held 12,973 shares of American Express worth $4.39M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,896 American Express shares in Q2 2026, an estimated $927K.
  • American Express made up 0.49% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #52 holding.
  • Wealth Enhancement Trust Services first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's American Express position peaked at $6.48M in Q4 2025.
  • 2,375 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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