ARS Wealth Advisors Group’s American Express AXP Stock Holding History

ARS Wealth Advisors Group’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	$419K	Buy	1,238 +12	+1%	+$3.84K	0.03%	153
2026 Q1	$371K	Buy	1,226 +217	+22%	+$72.8K	0.03%	143
2025 Q4	$373K	Buy	1,009 +288	+40%	+$103K	0.03%	130
2025 Q3	$239K	Hold	721	–	–	0.02%	169
2025 Q2	$230K	Buy	+721	New	+$203K	0.03%	167

Other funds holding AXP

RCWMU

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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ARS Wealth Advisors Group's AXP Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its American Express (AXP) stake by 0.98% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,238 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #153.

ARS Wealth Advisors Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

ARS Wealth Advisors Group held 1,238 shares of American Express worth $419K as of Q2 2026.
ARS Wealth Advisors Group bought 12 American Express shares in Q2 2026, an estimated $3.84K.
American Express made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #153 holding.
ARS Wealth Advisors Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.