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E&G Advisors’s American Express AXP Stock Holding History

E&G 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 		$431K Buy
1,273
+100
+9% +$32K 0.08% 159
2026
Q1 		$355K Buy
1,173
+21
+2% +$7.04K 0.08% 166
2025
Q4 		$426K Sell
1,152
-26
-2% -$9.3K 0.1% 141
2025
Q3 		$391K Buy
1,178
+27
+2% +$8.59K 0.09% 148
2025
Q2 		$367K Sell
1,151
-100
-8% -$28.1K 0.1% 146
2025
Q1 		$337K Buy
1,251
+100
+9% +$29.6K 0.1% 152
2024
Q4 		$342K Sell
1,151
-100
-8% -$28.7K 0.09% 152
2024
Q3 		$339K Buy
1,251
+1
+0.1% +$249 0.09% 157
2024
Q2 		$290K Sell
1,250
-100
-7% -$23.2K 0.09% 165
2024
Q1 		$307K Buy
1,350
+100
+8% +$20.7K 0.1% 149
2023
Q4 		$234K Sell
1,250
-150
-11% -$24.1K 0.08% 174
2023
Q3 		$209K Hold
1,400
– – 0.08% 184
2023
Q2 		$244K Buy
1,400
+50
+4% +$8.07K 0.09% 179
2023
Q1 		$223K Sell
1,350
-950
-41% -$158K 0.08% 181
2022
Q4 		$340K Buy
2,300
+100
+5% +$14.8K 0.13% 145
2022
Q3 		$297K Buy
2,200
+100
+5% +$15.1K 0.11% 152
2022
Q2 		$291K Buy
2,100
+850
+68% +$140K 0.1% 162
2022
Q1 		$234K Hold
1,250
– – 0.06% 196
2021
Q4 		$204K Sell
1,250
-100
-7% -$17.1K 0.05% 213
2021
Q3 		$226K Buy
+1,350
New +$226K 0.06% 191
2021
Q2 		– Hold
0
– – – 190
2019
Q1 		– Sell
-2,436
Closed -$232K – 182
2018
Q4 		$232K Hold
2,436
– – 0.1% 170
2018
Q3 		$259K Sell
2,436
-1,314
-35% -$137K 0.1% 180
2018
Q2 		$368K Buy
+3,750
New +$368K 0.15% 148

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

E&G Advisors's AXP Position: Q2 2026 in Review

E&G Advisors increased its American Express (AXP) stake by 8.5% in Q2 2026, buying an estimated $32K and bringing the position to 1,273 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #159.

E&G Advisors first reported a position in AXP in Q2 2018 and has held it in 23 quarters since. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • E&G Advisors held 1,273 shares of American Express worth $431K as of Q2 2026.
  • E&G Advisors bought 100 American Express shares in Q2 2026, an estimated $32K.
  • American Express made up 0.08% of E&G Advisors's portfolio in Q2 2026, its #159 holding.
  • E&G Advisors first reported a position in American Express in Q2 2018 and has held it in 23 quarters since.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.