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Churchill Financial Advisors’s American Express AXP Stock Holding History

Churchill 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 		$1.73M Sell
5,109
-100
-2% -$32K 0.33% 52
2026
Q1 		$1.58M Buy
5,209
+3,235
+164% +$1.08M 0.33% 53
2025
Q4 		$730K Buy
+1,974
New +$706K 0.22% 73

Other funds holding AXP

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
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
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

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

Churchill Financial Advisors reduced its American Express (AXP) stake by 1.9% in Q2 2026, selling an estimated $32K and leaving 5,109 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #52.

Churchill Financial Advisors first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Churchill Financial Advisors held 5,109 shares of American Express worth $1.73M as of Q2 2026.
  • Churchill Financial Advisors sold 100 American Express shares in Q2 2026, an estimated $32K.
  • American Express made up 0.33% of Churchill Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Churchill Financial Advisors first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.