Whitaker-Myers Wealth Managers’s American Express AXP Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-7,000	Closed	-$2.12M	–	114
2026 Q1	$2.12M	Buy	+7,000	New	+$2.35M	0.42%	37
2025 Q3	–	Sell	-2,159	Closed	-$689K	–	119
2025 Q2	$689K	Buy	2,159 +390	+22%	+$110K	0.17%	59
2025 Q1	$476K	Buy	+1,769	New	+$523K	0.13%	65
2024 Q4	–	Sell	-1,605	Closed	-$435K	–	123
2024 Q3	$435K	Buy	1,605 +143	+10%	+$35.6K	0.14%	66
2024 Q2	$339K	Buy	1,462 +231	+19%	+$53.5K	0.13%	70
2024 Q1	$280K	Buy	+1,231	New	+$255K	0.12%	79

Other funds holding AXP

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 $59.6B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return