Atwood & Palmer’s American Express AXP Stock Holding History

Atwood & Palmer’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	$7.78K	Hold	23	–	–	﹤0.01%	384
2026 Q1	$6.96K	Hold	23	–	–	﹤0.01%	396
2025 Q4	$8.51K	Hold	23	–	–	﹤0.01%	392
2025 Q3	$7.64K	Sell	23 -1	-4%	-$318	﹤0.01%	405
2025 Q2	$7.66K	Hold	24	–	–	﹤0.01%	414
2025 Q1	$6.46K	Hold	24	–	–	﹤0.01%	353
2024 Q4	$7.12K	Hold	24	–	–	﹤0.01%	362
2024 Q3	$6.51K	Buy	24 +1	+4%	+$249	﹤0.01%	362
2024 Q2	$5.33K	Sell	23 -29	-56%	-$6.72K	﹤0.01%	364
2024 Q1	$11.8K	Buy	52 +29	+126%	+$6.01K	﹤0.01%	301
2023 Q4	$4.31K	Buy	23 +5	+28%	+$805	﹤0.01%	345
2023 Q3	$2.69K	Hold	18	–	–	﹤0.01%	354
2023 Q2	$3.14K	Buy	+18	New	+$2.9K	﹤0.01%	355
2022 Q2	–	Sell	-175	Closed	-$33K	–	395
2022 Q1	$33K	Buy	+175	New	+$31.6K	﹤0.01%	265
2020 Q2	–	Sell	-400	Closed	-$34K	–	313
2020 Q1	$34K	Hold	400	–	–	0.01%	204
2019 Q4	$50K	Hold	400	–	–	0.01%	181
2019 Q3	$47K	Hold	400	–	–	0.01%	187
2019 Q2	$49K	Hold	400	–	–	0.01%	179
2019 Q1	$44K	Hold	400	–	–	0.01%	177
2018 Q4	$38K	Hold	400	–	–	0.01%	178
2018 Q3	$43K	Hold	400	–	–	0.01%	187
2018 Q2	$39K	Hold	400	–	–	0.01%	188
2018 Q1	$37K	Hold	400	–	–	0.01%	189
2017 Q4	$40K	Hold	400	–	–	0.01%	188
2017 Q3	$36K	Hold	400	–	–	0.01%	194
2017 Q2	$34K	Hold	400	–	–	0.01%	204
2017 Q1	$32K	Hold	400	–	–	0.01%	194
2016 Q4	$30K	Hold	400	–	–	0.01%	198
2016 Q3	$26K	Hold	400	–	–	﹤0.01%	207
2016 Q2	$24K	Hold	400	–	–	﹤0.01%	214
2016 Q1	$25K	Sell	400 -7,837	-95%	-$456K	﹤0.01%	216
2015 Q4	$573K	Hold	8,237	–	–	0.11%	86
2015 Q3	$611K	Sell	8,237 -341	-4%	-$26.2K	0.12%	84
2015 Q2	$667K	Hold	8,578	–	–	0.12%	86
2015 Q1	$670K	Hold	8,578	–	–	0.12%	86
2014 Q4	$799K	Hold	8,578	–	–	0.15%	74
2014 Q3	$751K	Buy	8,578 +2,078	+32%	+$187K	0.14%	79
2014 Q2	$617K	Sell	6,500 -1,960	-23%	-$177K	0.16%	76
2014 Q1	$762K	Hold	8,460	–	–	0.18%	59
2013 Q4	$768K	Buy	8,460 +219	+3%	+$18K	0.19%	54
2013 Q3	$622K	Hold	8,241	–	–	0.17%	57
2013 Q2	$616K	Buy	+8,241	New	+$586K	0.17%	62

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

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

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

Atwood & Palmer's AXP Position: Q2 2026 in Review

Atwood & Palmer held its American Express (AXP) position steady in Q2 2026 at 23 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Atwood & Palmer first reported a position in AXP in Q2 2013 and has held it in 42 quarters since. The position peaked at $799K in Q4 2014. 686 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Atwood & Palmer held 23 shares of American Express worth $7.78K as of Q2 2026.
Atwood & Palmer left its American Express share count unchanged in Q2 2026.
American Express made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #384 holding.
Atwood & Palmer first reported a position in American Express in Q2 2013 and has held it in 42 quarters since.
Atwood & Palmer's American Express position peaked at $799K in Q4 2014.
686 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.