Whipplewood Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Whipplewood Advisors's AXP Position: Q2 2026 in Review
Whipplewood Advisors reduced its American Express (AXP) stake by 87% in Q2 2026, selling an estimated $29.5K and leaving 14 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #320.
Whipplewood Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.8K in Q2 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Whipplewood Advisors held 14 shares of American Express worth $4.74K as of Q2 2026.
- Whipplewood Advisors sold 92 American Express shares in Q2 2026, an estimated $29.5K.
- American Express made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #320 holding.
- Whipplewood Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
- Whipplewood Advisors's American Express position peaked at $77.8K in Q2 2025.
- 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.