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Doliver Advisors’s American Express AXP Stock Holding History

Doliver 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 		$1.76M Sell
5,214
-117
-2% -$37.5K 0.4% 38
2026
Q1 		$1.61M Buy
5,331
+2
+0% +$671 0.37% 41
2025
Q4 		$1.97M Buy
5,329
+796
+18% +$285K 0.49% 32
2025
Q3 		$1.51M Sell
4,533
-33
-0.7% -$10.5K 0.39% 44
2025
Q2 		$1.46M Buy
4,566
+265
+6% +$74.6K 0.4% 42
2025
Q1 		$1.16M Buy
4,301
+668
+18% +$197K 0.33% 52
2024
Q4 		$1.08M Buy
3,633
+125
+4% +$35.9K 0.3% 57
2024
Q3 		$951K Sell
3,508
-29
-0.8% -$7.22K 0.26% 65
2024
Q2 		$819K Buy
3,537
+788
+29% +$182K 0.23% 65
2024
Q1 		$626K Sell
2,749
-132
-5% -$27.4K 0.18% 81
2023
Q4 		$540K Sell
2,881
-338
-11% -$54.4K 0.17% 84
2023
Q3 		$480K Hold
3,219
– – 0.14% 91
2023
Q2 		$561K Sell
3,219
-76
-2% -$12.3K 0.17% 85
2023
Q1 		$544K Buy
3,295
+135
+4% +$22.4K 0.17% 82
2022
Q4 		$467K Sell
3,160
-65
-2% -$9.63K 0.15% 86
2022
Q3 		$435K Sell
3,225
-15
-0.5% -$2.27K 0.16% 81
2022
Q2 		$449K Sell
3,240
-100
-3% -$16.5K 0.16% 92
2022
Q1 		$625K Sell
3,340
-339
-9% -$61.2K 0.2% 82
2021
Q4 		$684K Sell
3,679
-224
-6% -$38.2K 0.21% 75
2021
Q3 		$654K Buy
3,903
+302
+8% +$50.5K 0.22% 79
2021
Q2 		$595K Sell
3,601
-1,246
-26% -$195K 0.2% 80
2021
Q1 		$686K Buy
4,847
+170
+4% +$22.5K 0.26% 66
2020
Q4 		$565K Sell
4,677
-315
-6% -$34.9K 0.25% 67
2020
Q3 		$500K Buy
+4,992
New +$491K 0.25% 71

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

Doliver Advisors's AXP Position: Q2 2026 in Review

Doliver Advisors reduced its American Express (AXP) stake by 2.2% in Q2 2026, selling an estimated $37.5K and leaving 5,214 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #38.

Doliver Advisors first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.97M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Doliver Advisors held 5,214 shares of American Express worth $1.76M as of Q2 2026.
  • Doliver Advisors sold 117 American Express shares in Q2 2026, an estimated $37.5K.
  • American Express made up 0.4% of Doliver Advisors's portfolio in Q2 2026, its #38 holding.
  • Doliver Advisors first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
  • Doliver Advisors's American Express position peaked at $1.97M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.