Weatherly Asset Management’s American Express AXP Stock Holding History

Weatherly Asset Management’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	$281K	Hold	830	–	–	0.02%	168
2026 Q1	$251K	Hold	830	–	–	0.02%	174
2025 Q4	$307K	Buy	830 +3	+0.4%	+$1.07K	0.02%	158
2025 Q3	$275K	Sell	827 -158	-16%	-$50.3K	0.02%	163
2025 Q2	$314K	Buy	985 +16	+2%	+$4.5K	0.03%	148
2025 Q1	$261K	Buy	969 +114	+13%	+$33.7K	0.02%	162
2024 Q4	$254K	Sell	855 -1,687	-66%	-$485K	0.02%	161
2024 Q3	$689K	Buy	+2,542	New	+$633K	0.06%	120

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Weatherly Asset Management's AXP Position: Q2 2026 in Review

Weatherly Asset Management held its American Express (AXP) position steady in Q2 2026 at 830 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #168.

Weatherly Asset Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $689K in Q3 2024. 780 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Weatherly Asset Management held 830 shares of American Express worth $281K as of Q2 2026.
Weatherly Asset Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #168 holding.
Weatherly Asset Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Weatherly Asset Management's American Express position peaked at $689K in Q3 2024.
780 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.