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Avestar Capital’s American Express AXP Stock Holding History

Avestar Capital’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 		$2.32M Buy
6,845
+505
+8% +$162K 0.13% 126
2026
Q1 		$1.92M Sell
6,340
-8
-0.1% -$2.68K 0.12% 130
2025
Q4 		$2.35M Buy
6,348
+45
+0.7% +$16.1K 0.15% 112
2025
Q3 		$2.09M Sell
6,303
-126
-2% -$40.1K 0.14% 124
2025
Q2 		$2.05M Buy
6,429
+186
+3% +$52.3K 0.14% 115
2025
Q1 		$1.68M Buy
6,243
+909
+17% +$269K 0.15% 121
2024
Q4 		$1.58M Buy
5,334
+448
+9% +$129K 0.13% 123
2024
Q3 		$1.33M Buy
4,886
+378
+8% +$94.1K 0.14% 124
2024
Q2 		$1.04M Buy
4,508
+1,726
+62% +$400K 0.11% 143
2024
Q1 		$633K Buy
2,782
+760
+38% +$158K 0.07% 207
2023
Q4 		$379K Buy
2,022
+577
+40% +$92.9K 0.04% 249
2023
Q3 		$216K Sell
1,445
-8
-0.6% -$1.31K 0.03% 315
2023
Q2 		$253K Buy
+1,453
New +$234K 0.04% 263
2023
Q1 		– Sell
-1,456
Closed -$215K – 321
2022
Q4 		$215K Buy
+1,456
New +$216K 0.04% 266
2019
Q3 		– Sell
-979
Closed -$103K – 225
2019
Q2 		$103K Sell
979
-87
-8% -$10.2K 0.07% 185
2019
Q1 		$95K Sell
1,066
-66
-6% -$6.94K 0.06% 199
2018
Q4 		$87K Sell
1,132
-159
-12% -$16.6K 0.06% 195
2018
Q3 		$113K Buy
1,291
+74
+6% +$7.7K 0.07% 184
2018
Q2 		$101K Buy
1,217
+61
+5% +$5.99K 0.06% 197
2018
Q1 		$92K Buy
1,156
+162
+16% +$15.7K 0.06% 181
2017
Q4 		$85K Buy
+994
New +$94.7K 0.06% 178

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

Avestar Capital's AXP Position: Q2 2026 in Review

Avestar Capital increased its American Express (AXP) stake by 8% in Q2 2026, buying an estimated $162K and bringing the position to 6,845 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #126.

Avestar Capital first reported a position in AXP in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.35M in Q4 2025. 1,378 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Avestar Capital held 6,845 shares of American Express worth $2.32M as of Q2 2026.
  • Avestar Capital bought 505 American Express shares in Q2 2026, an estimated $162K.
  • American Express made up 0.13% of Avestar Capital's portfolio in Q2 2026, its #126 holding.
  • Avestar Capital first reported a position in American Express in Q4 2017 and has held it in 21 quarters since.
  • Avestar Capital's American Express position peaked at $2.35M in Q4 2025.
  • 1,378 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.