Wealthcare Advisory Partners’s American Express AXP Stock Holding History

Wealthcare Advisory Partners’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	$1.61M	Buy	4,748 +58	+1%	+$18.6K	0.03%	402
2026 Q1	$1.42M	Buy	4,690 +18	+0.4%	+$6.04K	0.03%	439
2025 Q4	$1.73M	Buy	4,672 +154	+3%	+$55.1K	0.03%	393
2025 Q3	$1.5M	Buy	4,518 +37	+0.8%	+$11.8K	0.03%	401
2025 Q2	$1.43M	Buy	4,481 +65	+1%	+$18.3K	0.03%	405
2025 Q1	$1.19M	Sell	4,416 -515	-10%	-$152K	0.03%	408
2024 Q4	$1.46M	Buy	4,931 +133	+3%	+$38.2K	0.04%	336
2024 Q3	$1.3M	Buy	4,798 +435	+10%	+$108K	0.04%	355
2024 Q2	$1.01M	Sell	4,363 -187	-4%	-$43.3K	0.03%	378
2024 Q1	$1.04M	Buy	4,550 +266	+6%	+$55.2K	0.03%	349
2023 Q4	$802K	Sell	4,284 -26	-0.6%	-$4.18K	0.03%	374
2023 Q3	$643K	Buy	4,310 +1,024	+31%	+$167K	0.03%	371
2023 Q2	$572K	Buy	3,286 +590	+22%	+$95.2K	0.03%	411
2023 Q1	$445K	Buy	2,696 +397	+17%	+$65.9K	0.02%	486
2022 Q4	$340K	Buy	2,299 +364	+19%	+$53.9K	0.02%	504
2022 Q3	$261K	Buy	1,935 +308	+19%	+$46.6K	0.01%	520
2022 Q2	$226K	Sell	1,627 -43	-3%	-$7.1K	0.01%	501
2022 Q1	$312K	Buy	1,670 +52	+3%	+$9.39K	0.02%	406
2021 Q4	$265K	Sell	1,618 -47	-3%	-$8.02K	0.02%	475
2021 Q3	$279K	Buy	1,665 +257	+18%	+$43K	0.02%	440
2021 Q2	$233K	Sell	1,408 -575	-29%	-$90.1K	0.02%	480
2021 Q1	$280K	Buy	+1,983	New	+$262K	0.02%	411
2020 Q2	–	Sell	-1,723	Closed	-$148K	–	394
2020 Q1	$148K	Buy	1,723 +29	+2%	+$3.37K	0.02%	312
2019 Q4	$211K	Buy	1,694 +2	+0.1%	+$239	0.03%	291
2019 Q3	$200K	Buy	1,692 +104	+7%	+$12.8K	0.03%	275
2019 Q2	$196K	Buy	1,588 +52	+3%	+$6.11K	0.03%	272
2019 Q1	$168K	Buy	1,536 +1	+0.1%	+$105	0.03%	262
2018 Q4	$146K	Sell	1,535 -75	-5%	-$7.85K	0.03%	252
2018 Q3	$171K	Buy	1,610 +745	+86%	+$77.5K	0.03%	247
2018 Q2	$85K	Buy	865 +503	+139%	+$49.4K	0.02%	364
2018 Q1	$34K	Sell	362 -10	-3%	-$969	0.01%	464
2017 Q4	$37K	Buy	372 +238	+178%	+$22.7K	0.01%	423
2017 Q3	$12K	Buy	134 +133	+13,300%	+$11.4K	﹤0.01%	507
2017 Q2	$0	Hold	1	–	–	﹤0.01%	105
2017 Q1	$0	Hold	1	–	–	﹤0.01%	103
2016 Q4	$0	Hold	1	–	–	﹤0.01%	101
2016 Q3	$0	Hold	1	–	–	﹤0.01%	81
2016 Q2	$0	Buy	+1	New	+$63	﹤0.01%	106

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealthcare Advisory Partners's AXP Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 4,748 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #402.

Wealthcare Advisory Partners first reported a position in AXP in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.73M in Q4 2025. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wealthcare Advisory Partners held 4,748 shares of American Express worth $1.61M as of Q2 2026.
Wealthcare Advisory Partners bought 58 American Express shares in Q2 2026, an estimated $18.6K.
American Express made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #402 holding.
Wealthcare Advisory Partners first reported a position in American Express in Q2 2016 and has held it in 38 quarters since.
Wealthcare Advisory Partners's American Express position peaked at $1.73M in Q4 2025.
673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.