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Wolff Wiese Magana’s American Express AXP Stock Holding History

Wolff Wiese Magana’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 		$361K Sell
1,068
-8,925
-89% -$2.86M 0.17% 88
2026
Q1 		$3.02M Buy
9,993
+87
+0.9% +$29.2K 1.67% 16
2025
Q4 		$3.66M Buy
9,906
+130
+1% +$46.5K 2.01% 9
2025
Q3 		$3.25M Sell
9,776
-70
-0.7% -$22.3K 1.84% 10
2025
Q2 		$3.14M Sell
9,846
-208
-2% -$58.5K 1.94% 10
2025
Q1 		$2.71M Buy
10,054
+125
+1% +$36.9K 1.84% 11
2024
Q4 		$2.95M Buy
9,929
+270
+3% +$77.6K 1.95% 12
2024
Q3 		$2.62M Buy
9,659
+136
+1% +$33.9K 1.79% 14
2024
Q2 		$2.21M Buy
9,523
+8,658
+1,001% +$2.01M 1.75% 16
2024
Q1 		$197K Hold
865
– – 0.17% 85
2023
Q4 		$162K Buy
865
+5
+0.6% +$805 0.15% 87
2023
Q3 		$128K Sell
860
-5
-0.6% -$818 0.1% 121
2023
Q2 		$151K Sell
865
-5
-0.6% -$807 0.12% 111
2023
Q1 		$144K Sell
870
-155
-15% -$25.7K 0.12% 115
2022
Q4 		$151K Sell
1,025
-414
-29% -$61.3K 0.13% 111
2022
Q3 		$194K Sell
1,439
-93
-6% -$14.1K 0.16% 106
2022
Q2 		$212K Sell
1,532
-254
-14% -$42K 0.15% 107
2022
Q1 		$334K Sell
1,786
-46
-3% -$8.31K 0.22% 88
2021
Q4 		$300K Buy
1,832
+12
+0.7% +$2.05K 0.19% 100
2021
Q3 		$305K Buy
1,820
+291
+19% +$48.7K 0.22% 102
2021
Q2 		$252K Buy
1,529
+53
+4% +$8.3K 0.18% 106
2021
Q1 		$209K Sell
1,476
-2
-0.1% -$264 0.16% 113
2020
Q4 		$179K Buy
+1,478
New +$164K 0.15% 121

Other funds holding AXP

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wolff Wiese Magana's AXP Position: Q2 2026 in Review

Wolff Wiese Magana reduced its American Express (AXP) stake by 89% in Q2 2026, selling an estimated $2.86M and leaving 1,068 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #88.

Wolff Wiese Magana first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wolff Wiese Magana held 1,068 shares of American Express worth $361K as of Q2 2026.
  • Wolff Wiese Magana sold 8,925 American Express shares in Q2 2026, an estimated $2.86M.
  • American Express made up 0.17% of Wolff Wiese Magana's portfolio in Q2 2026, its #88 holding.
  • Wolff Wiese Magana first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's American Express position peaked at $3.66M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.