Antonelli Financial Advisors’s American Express AXP Stock Holding History

Antonelli Financial 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	$252K	Sell	745 -70	-9%	-$22.4K	0.17%	51
2026 Q1	$247K	Hold	815	–	–	0.17%	51
2025 Q4	$302K	Buy	+815	New	+$292K	0.2%	38
2025 Q3	–	Sell	-835	Closed	-$266K	–	47
2025 Q2	$266K	Hold	835	–	–	0.19%	40
2025 Q1	$225K	Hold	835	–	–	0.18%	43
2024 Q4	$248K	Buy	+835	New	+$240K	0.21%	45

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

Antonelli Financial Advisors's AXP Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its American Express (AXP) stake by 8.6% in Q2 2026, selling an estimated $22.4K and leaving 745 shares worth $252K. The position accounts for 0.17% of the portfolio, ranked #51.

Antonelli Financial Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Antonelli Financial Advisors held 745 shares of American Express worth $252K as of Q2 2026.
Antonelli Financial Advisors sold 70 American Express shares in Q2 2026, an estimated $22.4K.
American Express made up 0.17% of Antonelli Financial Advisors's portfolio in Q2 2026, its #51 holding.
Antonelli Financial Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Antonelli Financial Advisors's American Express position peaked at $302K in Q4 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.