Cooper Financial Group’s American Express AXP Stock Holding History

Cooper Financial Group’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	$988K	Sell	2,922 -62	-2%	-$19.9K	0.08%	175
2026 Q1	$903K	Sell	2,984 -197	-6%	-$66.1K	0.09%	176
2025 Q4	$1.18M	Buy	3,181 +183	+6%	+$65.5K	0.13%	125
2025 Q3	$996K	Sell	2,998 -14	-0.5%	-$4.45K	0.11%	140
2025 Q2	$961K	Buy	3,012 +295	+11%	+$83K	0.11%	146
2025 Q1	$731K	Buy	2,717 +347	+15%	+$103K	0.1%	186
2024 Q4	$703K	Buy	2,370 +663	+39%	+$190K	0.08%	189
2024 Q3	$463K	Buy	1,707 +328	+24%	+$81.7K	0.06%	257
2024 Q2	$319K	Buy	+1,379	New	+$319K	0.05%	289
2021 Q1	–	Sell	-2,189	Closed	-$265K	–	249
2020 Q4	$265K	Buy	+2,189	New	+$242K	0.05%	234

Other funds holding AXP

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 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

Cooper Financial Group's AXP Position: Q2 2026 in Review

Cooper Financial Group reduced its American Express (AXP) stake by 2.1% in Q2 2026, selling an estimated $19.9K and leaving 2,922 shares worth $988K. The position accounts for 0.08% of the portfolio, ranked #175.

Cooper Financial Group first reported a position in AXP in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cooper Financial Group held 2,922 shares of American Express worth $988K as of Q2 2026.
Cooper Financial Group sold 62 American Express shares in Q2 2026, an estimated $19.9K.
American Express made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #175 holding.
Cooper Financial Group first reported a position in American Express in Q4 2020 and has held it in 10 quarters since.
Cooper Financial Group's American Express position peaked at $1.18M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.