Allied Investment Advisors’s American Express AXP Stock Holding History

Allied Investment 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	$335K	Hold	989	–	–	0.04%	84
2026 Q1	$299K	Hold	989	–	–	0.04%	80
2025 Q4	$366K	Hold	989	–	–	0.06%	75
2025 Q3	$329K	Hold	989	–	–	0.05%	77
2025 Q2	$315K	Hold	989	–	–	0.06%	72
2025 Q1	$266K	Hold	989	–	–	0.05%	74
2024 Q4	$294K	Buy	+989	New	+$284K	0.06%	68
2024 Q3	–	Sell	-900	Closed	-$208K	–	75
2024 Q2	$208K	Buy	+900	New	+$208K	0.05%	70

Other funds holding AXP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Allied Investment Advisors's AXP Position: Q2 2026 in Review

Allied Investment Advisors held its American Express (AXP) position steady in Q2 2026 at 989 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #84.

Allied Investment Advisors first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $366K in Q4 2025. 1,493 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Allied Investment Advisors held 989 shares of American Express worth $335K as of Q2 2026.
Allied Investment Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of Allied Investment Advisors's portfolio in Q2 2026, its #84 holding.
Allied Investment Advisors first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Allied Investment Advisors's American Express position peaked at $366K in Q4 2025.
1,493 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.