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Benedict Financial Advisors’s American Express AXP Stock Holding History

Benedict Financial 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 		$4.93M Buy
14,574
+57
+0.4% +$18.3K 0.96% 31
2026
Q1 		$4.39M Sell
14,517
-58
-0.4% -$19.4K 0.91% 33
2025
Q4 		$5.39M Sell
14,575
-271
-2% -$97K 1.14% 25
2025
Q3 		$4.93M Buy
14,846
+82
+0.6% +$26.1K 1.07% 29
2025
Q2 		$4.71M Buy
14,764
+126
+0.9% +$35.5K 1.07% 33
2025
Q1 		$3.94M Sell
14,638
-370
-2% -$109K 0.91% 39
2024
Q4 		$4.45M Buy
15,008
+352
+2% +$101K 1.08% 31
2024
Q3 		$3.97M Buy
14,656
+172
+1% +$42.8K 0.94% 37
2024
Q2 		$3.35M Sell
14,484
-24
-0.2% -$5.56K 0.85% 45
2024
Q1 		$3.3M Buy
14,508
+724
+5% +$150K 0.84% 47
2023
Q4 		$2.58M Buy
13,784
+355
+3% +$57.1K 0.7% 53
2023
Q3 		$2M Buy
13,429
+59
+0.4% +$9.65K 0.58% 65
2023
Q2 		$2.33M Sell
13,370
-32
-0.2% -$5.16K 0.64% 56
2023
Q1 		$2.21M Buy
13,402
+27
+0.2% +$4.48K 0.62% 56
2022
Q4 		$1.98M Sell
13,375
-38,620
-74% -$5.72M 0.59% 57
2022
Q3 		$1.8M Buy
51,995
+38,844
+295% +$5.88M 0.58% 60
2022
Q2 		$1.82M Sell
13,151
-10
-0.1% -$1.65K 0.54% 62
2022
Q1 		$2.46M Sell
13,161
-211
-2% -$38.1K 0.66% 56
2021
Q4 		$2.19M Sell
13,372
-263
-2% -$44.8K 0.57% 68
2021
Q3 		$2.28M Sell
13,635
-331
-2% -$55.3K 0.64% 60
2021
Q2 		$2.31M Sell
13,966
-188
-1% -$29.4K 0.64% 58
2021
Q1 		$2M Buy
14,154
+1,290
+10% +$170K 0.58% 62
2020
Q4 		$1.55M Buy
12,864
+185
+1% +$20.5K 0.56% 60
2020
Q3 		$1.27M Buy
12,679
+389
+3% +$38.3K 0.49% 67
2020
Q2 		$1.17M Buy
12,290
+895
+8% +$82.4K 0.48% 66
2020
Q1 		$976K Buy
11,395
+1,145
+11% +$133K 0.46% 68
2019
Q4 		$1.28M Buy
10,250
+20
+0.2% +$2.39K 0.5% 68
2019
Q3 		$1.21M Sell
10,230
-24
-0.2% -$2.94K 0.5% 69
2019
Q2 		$1.27M Buy
10,254
+11
+0.1% +$1.29K 0.53% 63
2019
Q1 		$1.12M Buy
10,243
+13
+0.1% +$1.37K 0.49% 66
2018
Q4 		$975K Sell
10,230
-156
-2% -$16.3K 0.48% 68
2018
Q3 		$1.11M Sell
10,386
-27
-0.3% -$2.81K 0.5% 67
2018
Q2 		$1.02M Sell
10,413
-32
-0.3% -$3.14K 0.5% 66
2018
Q1 		$974K Sell
10,445
-2
-0% -$194 0.49% 67
2017
Q4 		$1.04M Buy
10,447
+108
+1% +$10.3K 0.5% 63
2017
Q3 		$935K Buy
10,339
+179
+2% +$15.4K 0.48% 64
2017
Q2 		$870K Buy
10,160
+446
+5% +$35.3K 0.45% 63
2017
Q1 		$768K Buy
9,714
+2,372
+32% +$185K 0.42% 65
2016
Q4 		$544K Buy
7,342
+2,436
+50% +$169K 0.31% 72
2016
Q3 		$313K Buy
4,906
+400
+9% +$25.7K 0.18% 82
2016
Q2 		$273K Buy
4,506
+11
+0.2% +$697 0.16% 87
2016
Q1 		$276K Buy
4,495
+1,066
+31% +$62K 0.17% 85
2015
Q4 		$238K Buy
3,429
+5
+0.1% +$364 0.15% 88
2015
Q3 		$254K Buy
3,424
+5
+0.1% +$385 0.18% 84
2015
Q2 		$263K Sell
3,419
-221
-6% -$17.5K 0.17% 87
2015
Q1 		$289K Buy
3,640
+4
+0.1% +$332 0.19% 86
2014
Q4 		$309K Buy
+3,636
New +$326K 0.2% 81

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

Benedict Financial Advisors's AXP Position: Q2 2026 in Review

Benedict Financial Advisors increased its American Express (AXP) stake by 0.39% in Q2 2026, buying an estimated $18.3K and bringing the position to 14,574 shares worth $4.93M. The position accounts for 0.96% of the portfolio, ranked #31.

Benedict Financial Advisors first reported a position in AXP in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.39M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Benedict Financial Advisors held 14,574 shares of American Express worth $4.93M as of Q2 2026.
  • Benedict Financial Advisors bought 57 American Express shares in Q2 2026, an estimated $18.3K.
  • American Express made up 0.96% of Benedict Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Benedict Financial Advisors first reported a position in American Express in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's American Express position peaked at $5.39M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.