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Westmount Partners’s American Express AXP Stock Holding History

Westmount Partners’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 		$732K Sell
2,163
-1,399
-39% -$448K 0.16% 114
2026
Q1 		$1.08M Buy
3,562
+1,377
+63% +$462K 0.27% 79
2025
Q4 		$808K Buy
2,185
+104
+5% +$37.2K 0.2% 91
2025
Q3 		$684K Sell
2,081
-996
-32% -$317K 0.18% 105
2025
Q2 		$981K Sell
3,077
-245
-7% -$69K 0.27% 75
2025
Q1 		$894K Buy
3,322
+470
+16% +$139K 0.27% 80
2024
Q4 		$847K Sell
2,852
-239
-8% -$68.7K 0.26% 77
2024
Q3 		$838K Sell
3,091
-23
-0.7% -$5.73K 0.25% 82
2024
Q2 		$728K Sell
3,114
-18
-0.6% -$4.17K 0.24% 84
2024
Q1 		$713K Buy
3,132
+24
+0.8% +$4.98K 0.26% 85
2023
Q4 		$582K Buy
3,108
+41
+1% +$6.6K 0.24% 92
2023
Q3 		$458K Sell
3,067
-19
-0.6% -$3.11K 0.2% 112
2023
Q2 		$538K Sell
3,086
-7
-0.2% -$1.13K 0.23% 96
2023
Q1 		$510K Buy
3,093
+6
+0.2% +$995 0.24% 100
2022
Q4 		$456K Buy
+3,087
New +$457K 0.24% 98

Other funds holding AXP

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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return