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Wellspring Financial Advisors’s American Express AXP Stock Holding History

Wellspring Financial 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 		$734K Buy
2,171
+1
+0% +$320 0.05% 127
2026
Q1 		$656K Sell
2,170
-499
-19% -$167K 0.05% 138
2025
Q4 		$989K Buy
2,669
+1,574
+144% +$563K 0.08% 88
2025
Q3 		$364K Hold
1,095
– – 0.03% 109
2025
Q2 		$349K Buy
+1,095
New +$308K 0.04% 103
2024
Q4 		– Sell
-1,461
Closed -$396K – 152
2024
Q3 		$396K Buy
+1,461
New +$364K 0.05% 97

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

Wellspring Financial Advisors's AXP Position: Q2 2026 in Review

Wellspring Financial Advisors increased its American Express (AXP) stake by 0.05% in Q2 2026, buying an estimated $320 and bringing the position to 2,171 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #127.

Wellspring Financial Advisors first reported a position in AXP in Q3 2024 and has held it in 6 quarters since. The position peaked at $989K in Q4 2025. 948 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wellspring Financial Advisors held 2,171 shares of American Express worth $734K as of Q2 2026.
  • Wellspring Financial Advisors bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Wellspring Financial Advisors first reported a position in American Express in Q3 2024 and has held it in 6 quarters since.
  • Wellspring Financial Advisors's American Express position peaked at $989K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.