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B.O.S.S. Retirement Advisors’s American Express AXP Stock Holding History

B.O.S.S. Retirement 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 		$222K Buy
+657
New +$210K 0.06% 147
2026
Q1 		– Sell
-543
Closed -$201K – 176
2025
Q4 		$201K Buy
+543
New +$194K 0.06% 168

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

B.O.S.S. Retirement Advisors's AXP Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors opened a new position in American Express (AXP) in Q2 2026: 657 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: B.O.S.S. Retirement Advisors previously reported a position in AXP as recently as Q4 2025.

B.O.S.S. Retirement Advisors first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 657 shares of American Express worth $222K as of Q2 2026.
  • American Express was a new B.O.S.S. Retirement Advisors position in Q2 2026.
  • American Express made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #147 holding.
  • B.O.S.S. Retirement Advisors first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.