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Wealth Science Advisors’s American Express AXP Stock Holding History

Wealth Science Advisors’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 		– Sell
-1,192
Closed -$441K – 104
2026
Q1 		$441K Hold
1,192
– – 0.25% 42
2025
Q4 		$441K Buy
+1,192
New +$427K 0.25% 42

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wealth Science Advisors's AXP Position: Q2 2026 in Review

Wealth Science Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 1,192 shares — an estimated $441K sold.

Wealth Science Advisors first reported a position in AXP in Q4 2025 and held it in 2 quarters. The position peaked at $441K in Q1 2026. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wealth Science Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Wealth Science Advisors sold 1,192 American Express shares in Q2 2026, an estimated $441K.
  • Wealth Science Advisors first reported a position in American Express in Q4 2025 and held it in 2 quarters.
  • Wealth Science Advisors's American Express position peaked at $441K in Q1 2026.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.