Apollon Financial’s American Express AXP Stock Holding History

Apollon Financial’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	$560K	Sell	1,656 -25	-1%	-$8K	0.07%	189
2026 Q1	$508K	Buy	1,681 +5	+0.3%	+$1.68K	0.07%	181
2025 Q4	$620K	Buy	1,676 +117	+8%	+$41.9K	0.09%	154
2025 Q3	$518K	Buy	1,559 +256	+20%	+$81.4K	0.09%	151
2025 Q2	$416K	Buy	1,303 +18	+1%	+$5.07K	0.09%	158
2025 Q1	$346K	Buy	1,285 +60	+5%	+$17.7K	0.08%	160
2024 Q4	$364K	Buy	+1,225	New	+$352K	0.09%	145

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

Apollon Financial's AXP Position: Q2 2026 in Review

Apollon Financial reduced its American Express (AXP) stake by 1.5% in Q2 2026, selling an estimated $8K and leaving 1,656 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #189.

Apollon Financial first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $620K in Q4 2025. 925 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Apollon Financial held 1,656 shares of American Express worth $560K as of Q2 2026.
Apollon Financial sold 25 American Express shares in Q2 2026, an estimated $8K.
American Express made up 0.07% of Apollon Financial's portfolio in Q2 2026, its #189 holding.
Apollon Financial first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Apollon Financial's American Express position peaked at $620K in Q4 2025.
925 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.