Dynamic Advisor Solutions’s American Express AXP Stock Holding History

Dynamic Advisor Solutions’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	$6.16M	Buy	18,210 +1,146	+7%	+$367K	0.17%	136
2026 Q1	$5.16M	Buy	17,064 +405	+2%	+$136K	0.16%	141
2025 Q4	$6.16M	Sell	16,659 -234	-1%	-$83.7K	0.2%	114
2025 Q3	$5.61M	Buy	16,893 +561	+3%	+$178K	0.16%	145
2025 Q2	$5.21M	Buy	16,332 +175	+1%	+$49.3K	0.16%	153
2025 Q1	$4.35M	Buy	16,157 +534	+3%	+$158K	0.14%	171
2024 Q4	$4.64M	Sell	15,623 -955	-6%	-$274K	0.2%	120
2024 Q3	$4.5M	Buy	16,578 +3,772	+29%	+$939K	0.13%	180
2024 Q2	$2.97M	Buy	12,806 +13	+0.1%	+$3.01K	0.09%	238
2024 Q1	$2.91M	Buy	12,793 +5,928	+86%	+$1.23M	0.1%	245
2023 Q4	$1.3M	Buy	6,865 +2,526	+58%	+$407K	0.05%	355
2023 Q3	$647K	Buy	4,339 +1,205	+38%	+$197K	0.03%	456
2023 Q2	$546K	Sell	3,134 -60	-2%	-$9.68K	0.03%	466
2023 Q1	$527K	Buy	3,194 +1,211	+61%	+$201K	0.03%	456
2022 Q4	$293K	Sell	1,983 -427	-18%	-$63.3K	0.02%	557
2022 Q3	$325K	Sell	2,410 -318	-12%	-$48.1K	0.02%	502
2022 Q2	$378K	Buy	2,728 +161	+6%	+$26.6K	0.03%	470
2022 Q1	$480K	Sell	2,567 -29	-1%	-$5.24K	0.03%	446
2021 Q4	$425K	Sell	2,596 -9,886	-79%	-$1.69M	0.03%	472
2021 Q3	$2.09M	Sell	12,482 -663	-5%	-$111K	0.16%	159
2021 Q2	$2.17M	Buy	13,145 +1,774	+16%	+$278K	0.17%	145
2021 Q1	$1.61M	Buy	11,371 +9,061	+392%	+$1.2M	0.15%	169
2020 Q4	$279K	Buy	2,310 +252	+12%	+$27.9K	0.03%	511
2020 Q3	$206K	Buy	+2,058	New	+$202K	0.02%	520
2019 Q4	–	Sell	-1,692	Closed	-$200K	–	570
2019 Q3	$200K	Buy	+1,692	New	+$207K	0.03%	468
2017 Q3	–	Sell	-12,012	Closed	-$1.01M	–	220
2017 Q2	$1.01M	Buy	12,012 +26	+0.2%	+$2.06K	0.39%	80
2017 Q1	$948K	Buy	11,986 +5,660	+89%	+$442K	0.37%	82
2016 Q4	$469K	Buy	6,326 +1,911	+43%	+$132K	0.19%	138
2016 Q3	$283K	Buy	+4,415	New	+$284K	0.11%	196
2015 Q1	–	Sell	-3,552	Closed	-$330K	–	193
2014 Q4	$330K	Buy	+3,552	New	+$318K	0.18%	142

Other funds holding AXP

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Dynamic Advisor Solutions's AXP Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its American Express (AXP) stake by 6.7% in Q2 2026, buying an estimated $367K and bringing the position to 18,210 shares worth $6.16M. The position accounts for 0.17% of the portfolio, ranked #136.

Dynamic Advisor Solutions first reported a position in AXP in Q4 2014 and has held it in 30 quarters since. The position peaked at $6.16M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Dynamic Advisor Solutions held 18,210 shares of American Express worth $6.16M as of Q2 2026.
Dynamic Advisor Solutions bought 1,146 American Express shares in Q2 2026, an estimated $367K.
American Express made up 0.17% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #136 holding.
Dynamic Advisor Solutions first reported a position in American Express in Q4 2014 and has held it in 30 quarters since.
Dynamic Advisor Solutions's American Express position peaked at $6.16M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.