Buttonwood Financial Advisors’s American Express AXP Stock Holding History

Buttonwood 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	$2.73M	Sell	8,084 -18	-0.2%	-$5.76K	0.83%	33
2026 Q1	$2.45M	Sell	8,102 -333	-4%	-$112K	0.82%	34
2025 Q4	$3.12M	Sell	8,435 -249	-3%	-$89.1K	1.04%	28
2025 Q3	$2.88M	Sell	8,684 -756	-8%	-$240K	0.99%	29
2025 Q2	$3.01M	Sell	9,440 -393	-4%	-$111K	1.21%	24
2025 Q1	$2.65M	Sell	9,833 -181	-2%	-$53.5K	1.16%	24
2024 Q4	$2.97M	Sell	10,014 -369	-4%	-$106K	1.31%	22
2024 Q3	$2.82M	Sell	10,383 -231	-2%	-$57.5K	1.23%	25
2024 Q2	$2.46M	Sell	10,614 -370	-3%	-$85.7K	1.16%	27
2024 Q1	$2.5M	Sell	10,984 -64	-0.6%	-$13.3K	1.18%	29
2023 Q4	$2.07M	Sell	11,048 -222	-2%	-$35.7K	1.13%	28
2023 Q3	$1.68M	Sell	11,270 -65	-0.6%	-$10.6K	1.07%	28
2023 Q2	$1.97M	Sell	11,335 -43	-0.4%	-$6.94K	1.24%	24
2023 Q1	$1.88M	Sell	11,378 -477	-4%	-$79.1K	1.46%	20
2022 Q4	$1.75M	Sell	11,855 -114	-1%	-$16.9K	1.47%	20
2022 Q3	$1.69M	Sell	11,969 -50	-0.4%	-$7.57K	1.53%	21
2022 Q2	$1.67M	Sell	12,019 -191	-2%	-$31.5K	1.5%	21
2022 Q1	$2.28M	Sell	12,210 -239	-2%	-$43.2K	2.06%	13
2021 Q4	$2.04M	Buy	+12,449	New	+$2.12M	1.99%	13

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

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

Buttonwood Financial Advisors reduced its American Express (AXP) stake by 0.22% in Q2 2026, selling an estimated $5.76K and leaving 8,084 shares worth $2.73M. The position accounts for 0.83% of the portfolio, ranked #33.

Buttonwood Financial Advisors first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q4 2025. 723 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Buttonwood Financial Advisors held 8,084 shares of American Express worth $2.73M as of Q2 2026.
Buttonwood Financial Advisors sold 18 American Express shares in Q2 2026, an estimated $5.76K.
American Express made up 0.83% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #33 holding.
Buttonwood Financial Advisors first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Buttonwood Financial Advisors's American Express position peaked at $3.12M in Q4 2025.
723 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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