Central Valley Advisors’s American Express AXP Stock Holding History

Central Valley 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	$236K	Hold	699	–	–	0.06%	171
2026 Q1	$211K	Buy	699 +97	+16%	+$32.5K	0.06%	180
2025 Q4	$223K	Buy	+602	New	+$215K	0.07%	144
2025 Q1	–	Sell	-967	Closed	-$287K	–	125
2024 Q4	$287K	Hold	967	–	–	0.13%	114
2024 Q3	$262K	Buy	+967	New	+$241K	0.15%	111
2024 Q2	–	Sell	-1,007	Closed	-$229K	–	142
2024 Q1	$229K	Buy	+1,007	New	+$209K	0.12%	135

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Central Valley Advisors's AXP Position: Q2 2026 in Review

Central Valley Advisors held its American Express (AXP) position steady in Q2 2026 at 699 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #171.

Central Valley Advisors first reported a position in AXP in Q1 2024 and has held it in 6 quarters since. The position peaked at $287K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Central Valley Advisors held 699 shares of American Express worth $236K as of Q2 2026.
Central Valley Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #171 holding.
Central Valley Advisors first reported a position in American Express in Q1 2024 and has held it in 6 quarters since.
Central Valley Advisors's American Express position peaked at $287K in Q4 2024.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.