Ehrlich Financial Group’s American Express AXP Stock Holding History

Ehrlich 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	$387K	Buy	1,143 +18	+2%	+$5.76K	0.2%	85
2026 Q1	$340K	Sell	1,125 -14	-1%	-$4.69K	0.2%	89
2025 Q4	$421K	Buy	1,139 +8	+0.7%	+$2.86K	0.24%	79
2025 Q3	$376K	Buy	1,131 +15	+1%	+$4.77K	0.22%	79
2025 Q2	$356K	Sell	1,116 -3	-0.3%	-$844	0.23%	76
2025 Q1	$301K	Buy	1,119 +3	+0.3%	+$887	0.22%	83
2024 Q4	$331K	Buy	1,116 +8	+0.7%	+$2.3K	0.24%	78
2024 Q3	$300K	Buy	1,108 +6	+0.5%	+$1.49K	0.21%	74
2024 Q2	$255K	Buy	1,102 +24	+2%	+$5.56K	0.2%	82
2024 Q1	$245K	Buy	+1,078	New	+$224K	0.21%	83

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

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

Ehrlich Financial Group increased its American Express (AXP) stake by 1.6% in Q2 2026, buying an estimated $5.76K and bringing the position to 1,143 shares worth $387K. The position accounts for 0.2% of the portfolio, ranked #85.

Ehrlich Financial Group first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $421K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ehrlich Financial Group held 1,143 shares of American Express worth $387K as of Q2 2026.
Ehrlich Financial Group bought 18 American Express shares in Q2 2026, an estimated $5.76K.
American Express made up 0.2% of Ehrlich Financial Group's portfolio in Q2 2026, its #85 holding.
Ehrlich Financial Group first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
Ehrlich Financial Group's American Express position peaked at $421K in Q4 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.