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DiNuzzo Private Wealth’s American Express AXP Stock Holding History

DiNuzzo Private Wealth’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 		$16.2K Sell
48
-1
-2% -$320 ﹤0.01% 225
2026
Q1 		$14.8K Sell
49
-2
-4% -$671 ﹤0.01% 226
2025
Q4 		$18.9K Sell
51
-1
-2% -$358 ﹤0.01% 203
2025
Q3 		$17.2K Hold
52
– – ﹤0.01% 201
2025
Q2 		$16.6K Buy
52
+1
+2% +$281 ﹤0.01% 206
2025
Q1 		$13.7K Buy
51
+1
+2% +$296 ﹤0.01% 207
2024
Q4 		$14.8K Hold
50
– – ﹤0.01% 196
2024
Q3 		$13.6K Hold
50
– – ﹤0.01% 216
2024
Q2 		$11.6K Buy
50
+6
+14% +$1.39K ﹤0.01% 182
2024
Q1 		$10K Buy
44
+1
+2% +$207 ﹤0.01% 180
2023
Q4 		$8.06K Buy
+43
New +$6.92K ﹤0.01% 190

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

DiNuzzo Private Wealth's AXP Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its American Express (AXP) stake by 2% in Q2 2026, selling an estimated $320 and leaving 48 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

DiNuzzo Private Wealth first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.9K in Q4 2025. 1,154 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • DiNuzzo Private Wealth held 48 shares of American Express worth $16.2K as of Q2 2026.
  • DiNuzzo Private Wealth sold 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #225 holding.
  • DiNuzzo Private Wealth first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's American Express position peaked at $18.9K in Q4 2025.
  • 1,154 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.