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Wealth Group’s American Express AXP Stock Holding History

Wealth Group’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 		$1.34M Buy
3,965
+2,628
+197% +$841K 0.33% 56
2026
Q1 		$404K Buy
1,337
+50
+4% +$16.8K 0.38% 54
2025
Q4 		$476K Buy
+1,287
New +$461K 0.46% 48
2025
Q2 		$395K Sell
1,237
-742
-37% -$209K 0.39% 57
2025
Q1 		$532K Buy
1,979
+334
+20% +$98.7K 0.34% 67
2024
Q4 		$488K Sell
1,645
-73
-4% -$21K 0.32% 74
2024
Q3 		$466K Buy
1,718
+123
+8% +$30.6K 0.31% 77
2024
Q2 		$369K Sell
1,595
-2
-0.1% -$463 0.26% 88
2024
Q1 		$364K Buy
+1,597
New +$331K 0.27% 91

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Wealth Group's AXP Position: Q2 2026 in Review

Wealth Group increased its American Express (AXP) stake by 197% in Q2 2026, buying an estimated $841K and bringing the position to 3,965 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #56.

Wealth Group first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Group held 3,965 shares of American Express worth $1.34M as of Q2 2026.
  • Wealth Group bought 2,628 American Express shares in Q2 2026, an estimated $841K.
  • American Express made up 0.33% of Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Wealth Group first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.