Wedmont Private Capital’s American Express AXP Stock Holding History

Wedmont Private Capital’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	$4.43M	Buy	12,631 +459	+4%	+$147K	0.12%	100
2026 Q1	$3.85M	Sell	12,172 -123	-1%	-$41.2K	0.12%	97
2025 Q4	$4.65M	Buy	12,295 +110	+0.9%	+$39.4K	0.16%	79
2025 Q3	$4M	Buy	12,185 +145	+1%	+$46.1K	0.15%	81
2025 Q2	$3.82M	Buy	12,040 +490	+4%	+$138K	0.16%	77
2025 Q1	$2.9M	Buy	11,550 +148	+1%	+$43.7K	0.15%	82
2024 Q4	$3.34M	Buy	11,402 +1,141	+11%	+$328K	0.18%	71
2024 Q3	$2.81M	Buy	10,261 +590	+6%	+$147K	0.16%	76
2024 Q2	$2.31M	Buy	9,671 +361	+4%	+$83.6K	0.15%	88
2024 Q1	$2.05M	Buy	9,310 +203	+2%	+$42.1K	0.15%	89
2023 Q4	$1.72M	Buy	9,107 +607	+7%	+$97.7K	0.14%	92
2023 Q3	$1.26M	Sell	8,500 -177	-2%	-$29K	0.13%	102
2023 Q2	$1.5M	Buy	8,677 +2,024	+30%	+$327K	0.16%	87
2023 Q1	$1.07M	Buy	6,653 +2,292	+53%	+$380K	0.14%	99
2022 Q4	$655K	Sell	4,361 -78	-2%	-$11.6K	0.1%	158
2022 Q3	$599K	Buy	4,439 +751	+20%	+$114K	0.12%	137
2022 Q2	$511K	Buy	3,688 +653	+22%	+$108K	0.11%	137
2022 Q1	$570K	Buy	3,035 +1,113	+58%	+$201K	0.13%	127
2021 Q4	$333K	Buy	+1,922	New	+$328K	0.1%	156

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

Wedmont Private Capital's AXP Position: Q2 2026 in Review

Wedmont Private Capital increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $147K and bringing the position to 12,631 shares worth $4.43M. The position accounts for 0.12% of the portfolio, ranked #100.

Wedmont Private Capital first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.65M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wedmont Private Capital held 12,631 shares of American Express worth $4.43M as of Q2 2026.
Wedmont Private Capital bought 459 American Express shares in Q2 2026, an estimated $147K.
American Express made up 0.12% of Wedmont Private Capital's portfolio in Q2 2026, its #100 holding.
Wedmont Private Capital first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Wedmont Private Capital's American Express position peaked at $4.65M in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.