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Westfuller Advisors’s American Express AXP Stock Holding History

Westfuller 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 		$1.04M Sell
3,069
-39
-1% -$12.5K 0.38% 61
2026
Q1 		$940K Buy
3,108
+14
+0.5% +$4.69K 0.41% 59
2025
Q4 		$1.14M Sell
3,094
-94
-3% -$33.6K 0.46% 47
2025
Q3 		$1.06M Buy
3,188
+1,840
+136% +$585K 0.48% 49
2025
Q2 		$430K Buy
+1,348
New +$379K 0.25% 75

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

Westfuller Advisors's AXP Position: Q2 2026 in Review

Westfuller Advisors reduced its American Express (AXP) stake by 1.3% in Q2 2026, selling an estimated $12.5K and leaving 3,069 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #61.

Westfuller Advisors first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2025. 1,340 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Westfuller Advisors held 3,069 shares of American Express worth $1.04M as of Q2 2026.
  • Westfuller Advisors sold 39 American Express shares in Q2 2026, an estimated $12.5K.
  • American Express made up 0.38% of Westfuller Advisors's portfolio in Q2 2026, its #61 holding.
  • Westfuller Advisors first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's American Express position peaked at $1.14M in Q4 2025.
  • 1,340 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.