WPA
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West Paces Advisors’s American Express AXP Stock Holding History

West Paces 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 		$207K Buy
+611
New +$196K 0.03% 165
2026
Q1 		– Sell
-601
Closed -$222K – 199
2025
Q4 		$222K Buy
+601
New +$215K 0.04% 151
2025
Q2 		– Sell
-545
Closed -$147K – 231
2025
Q1 		$147K Hold
545
– – 0.03% 162
2024
Q4 		$162K Buy
545
+5
+0.9% +$1.44K 0.04% 155
2024
Q3 		$146K Sell
540
-15
-3% -$3.73K 0.04% 170
2024
Q2 		$129K Sell
555
-29
-5% -$6.72K 0.03% 159
2024
Q1 		$133K Buy
584
+72
+14% +$14.9K 0.04% 160
2023
Q4 		$95.9K Buy
512
+15
+3% +$2.42K 0.03% 175
2023
Q3 		$74.1K Hold
497
– – 0.02% 191
2023
Q2 		$86.6K Sell
497
-45
-8% -$7.26K 0.03% 184
2023
Q1 		$89.4K Buy
542
+150
+38% +$24.9K 0.03% 181
2022
Q4 		$57.9K Sell
392
-29
-7% -$4.3K 0.02% 210
2022
Q3 		$56.8K Hold
421
– – 0.02% 205
2022
Q2 		$58.4K Sell
421
-16
-4% -$2.64K 0.02% 205
2022
Q1 		$81.7K Sell
437
-18
-4% -$3.25K 0.03% 192
2021
Q4 		$74.4K Buy
455
+18
+4% +$3.07K 0.02% 201
2021
Q3 		$73.2K Hold
437
– – 0.03% 189
2021
Q2 		$72.2K Buy
437
+16
+4% +$2.51K 0.03% 177
2021
Q1 		$59.5K Buy
421
+104
+33% +$13.7K 0.02% 175
2020
Q4 		$38.3K Hold
317
– – 0.02% 203
2020
Q3 		$31.8K Hold
317
– – 0.02% 207
2020
Q2 		$30.2K Hold
317
– – 0.02% 214
2020
Q1 		$27.1K Sell
317
-95
-23% -$11.1K 0.02% 216
2019
Q4 		$51.3K Hold
412
– – 0.03% 188
2019
Q3 		$48.7K Hold
412
– – 0.03% 181
2019
Q2 		$50.9K Hold
412
– – 0.03% 173
2019
Q1 		$45K Hold
412
– – 0.03% 182
2018
Q4 		$39.3K Hold
412
– – 0.03% 190
2018
Q3 		$43.9K Hold
412
– – 0.03% 189
2018
Q2 		$40.4K Buy
412
+29
+8% +$2.85K 0.03% 192
2018
Q1 		$35.7K Hold
383
– – 0.03% 196
2017
Q4 		$38K Hold
383
– – 0.03% 205
2017
Q3 		$34.6K Sell
383
-84
-18% -$7.22K 0.03% 209
2017
Q2 		$39.3K Sell
467
-1,830
-80% -$145K 0.03% 189
2017
Q1 		$182K Hold
2,297
– – 0.14% 108
2016
Q4 		$170K Buy
+2,297
New +$159K 0.16% 114

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
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
CK
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

West Paces Advisors's AXP Position: Q2 2026 in Review

West Paces Advisors opened a new position in American Express (AXP) in Q2 2026: 611 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in AXP as recently as Q4 2025.

West Paces Advisors first reported a position in AXP in Q4 2016 and has held it in 36 quarters since. The position peaked at $222K in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • West Paces Advisors held 611 shares of American Express worth $207K as of Q2 2026.
  • American Express was a new West Paces Advisors position in Q2 2026.
  • American Express made up 0.03% of West Paces Advisors's portfolio in Q2 2026, its #165 holding.
  • West Paces Advisors first reported a position in American Express in Q4 2016 and has held it in 36 quarters since.
  • West Paces Advisors's American Express position peaked at $222K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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