AAS
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Annex Advisory Services’s American Express AXP Stock Holding History

Annex Advisory Services’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 		$638K Buy
1,885
+1
+0.1% +$320 0.01% 231
2026
Q1 		$570K Buy
1,884
+374
+25% +$125K 0.01% 239
2025
Q4 		$559K Buy
1,510
+237
+19% +$84.8K 0.01% 238
2025
Q3 		$423K Sell
1,273
-7
-0.5% -$2.23K 0.01% 230
2025
Q2 		$408K Sell
1,280
-580
-31% -$163K 0.01% 231
2025
Q1 		$500K Buy
1,860
+310
+20% +$91.6K 0.01% 210
2024
Q4 		$460K Sell
1,550
-6
-0.4% -$1.72K 0.01% 217
2024
Q3 		$422K Buy
1,556
+28
+2% +$6.97K 0.01% 199
2024
Q2 		$354K Hold
1,528
– – 0.01% 213
2024
Q1 		$348K Sell
1,528
-293
-16% -$60.8K 0.01% 213
2023
Q4 		$341K Buy
1,821
+313
+21% +$50.4K 0.01% 202
2023
Q3 		$225K Sell
1,508
-324
-18% -$53K 0.01% 232
2023
Q2 		$319K Buy
1,832
+314
+21% +$50.7K 0.02% 181
2023
Q1 		$250K Sell
1,518
-21
-1% -$3.48K 0.01% 202
2022
Q4 		$227K Sell
1,539
-198
-11% -$29.3K 0.01% 224
2022
Q3 		$234K Sell
1,737
-126
-7% -$19.1K 0.02% 202
2022
Q2 		$258K Buy
1,863
+27
+1% +$4.46K 0.02% 206
2022
Q1 		$343K Sell
1,836
-2,487
-58% -$449K 0.03% 181
2021
Q4 		$707K Buy
4,323
+2,886
+201% +$492K 0.05% 137
2021
Q3 		$241K Hold
1,437
– – 0.02% 182
2021
Q2 		$237K Hold
1,437
– – 0.02% 195
2021
Q1 		$203K Buy
+1,437
New +$190K 0.02% 196

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

Annex Advisory Services's AXP Position: Q2 2026 in Review

Annex Advisory Services increased its American Express (AXP) stake by 0.05% in Q2 2026, buying an estimated $320 and bringing the position to 1,885 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #231.

Annex Advisory Services first reported a position in AXP in Q1 2021 and has held it in 22 quarters since. The position peaked at $707K in Q4 2021. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Annex Advisory Services held 1,885 shares of American Express worth $638K as of Q2 2026.
  • Annex Advisory Services bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #231 holding.
  • Annex Advisory Services first reported a position in American Express in Q1 2021 and has held it in 22 quarters since.
  • Annex Advisory Services's American Express position peaked at $707K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.