Back to AXP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AXP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AXP Position History
American Express Company • Financial Services
Quarters held
6
Latest value
$73.9M
Q3 2026
Peak value
$125.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $105.2M |
| Q4 2025 | $125.3M |
| Q1 2026 | $65.1M |
| Q2 2026 | $80.3M |
| Q2 2026 | $658K |
| Q3 2026 | $73.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $73.9M | 255.0K | — | — |
| Q2 2026 | $658K | 2.0K | — | — |
| Q2 2026 | $80.3M | 244.0K | — | — |
| Q1 2026 | $65.1M | 232.6K | — | — |
| Q4 2025 | $125.3M | 326.4K | — | — |
| Q3 2025 | $105.2M | 320.9K | — | — |
Other funds holding AXP
$55.1B
$50.4B
$49.5B
$47.5B
$45.1B
$44.2B
$40.4B
$40.1B