Wisconsin Wealth Advisors’s American Express AXP Stock Holding History

Wisconsin Wealth 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	$663K	Hold	1,960	–	–	0.57%	55
2026 Q1	$593K	Buy	1,960 +3	+0.2%	+$1.01K	0.58%	53
2025 Q4	$724K	Sell	1,957 -181	-8%	-$64.8K	0.71%	49
2025 Q3	$710K	Hold	2,138	–	–	0.68%	50
2025 Q2	$682K	Sell	2,138 -22	-1%	-$6.19K	0.78%	46
2025 Q1	$581K	Sell	2,160 -80	-4%	-$23.6K	0.83%	40
2024 Q4	$665K	Buy	+2,240	New	+$644K	0.98%	35

Other funds holding AXP

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

MIHAS

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wisconsin Wealth Advisors's AXP Position: Q2 2026 in Review

Wisconsin Wealth Advisors held its American Express (AXP) position steady in Q2 2026 at 1,960 shares worth $663K. The position accounts for 0.57% of the portfolio, ranked #55.

Wisconsin Wealth Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $724K in Q4 2025. 878 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wisconsin Wealth Advisors held 1,960 shares of American Express worth $663K as of Q2 2026.
Wisconsin Wealth Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.57% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Wisconsin Wealth Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Wisconsin Wealth Advisors's American Express position peaked at $724K in Q4 2025.
878 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.