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Aventus Investment Advisors’s American Express AXP Stock Holding History

Aventus Investment 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 		$45.3K Hold
134
– – 0.03% 60
2026
Q1 		$40.5K Hold
134
– – 0.03% 63
2025
Q4 		$49.6K Hold
134
– – 0.04% 55
2025
Q3 		$44.5K Hold
134
– – 0.04% 55
2025
Q2 		$42.7K Buy
+134
New +$37.7K 0.04% 52

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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
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

Aventus Investment Advisors's AXP Position: Q2 2026 in Review

Aventus Investment Advisors held its American Express (AXP) position steady in Q2 2026 at 134 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #60.

Aventus Investment Advisors first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $49.6K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aventus Investment Advisors held 134 shares of American Express worth $45.3K as of Q2 2026.
  • Aventus Investment Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.03% of Aventus Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Aventus Investment Advisors first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's American Express position peaked at $49.6K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.