Fiduciary Alliance’s American Express AXP Stock Holding History

Fiduciary Alliance’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	$3.61M	Sell	10,676 -124	-1%	-$39.7K	0.24%	108
2026 Q1	$3.55M	Sell	10,800 -2,474	-19%	-$830K	0.21%	118
2025 Q4	$4.91M	Buy	13,274 +111	+0.8%	+$39.7K	0.32%	75
2025 Q3	$4.37M	Sell	13,163 -351	-3%	-$112K	0.29%	85
2025 Q2	$4.31M	Buy	13,514 +138	+1%	+$38.8K	0.32%	76
2025 Q1	$3.6M	Sell	13,376 -62	-0.5%	-$18.3K	0.35%	69
2024 Q4	$3.99M	Buy	13,438 +2,303	+21%	+$662K	0.4%	64
2024 Q3	$3.02M	Buy	11,135 +10,183	+1,070%	+$2.54M	0.4%	63
2024 Q2	$225K	Buy	+952	New	+$220K	0.04%	195
2023 Q3	–	Sell	-542	Closed	-$94.4K	–	227
2023 Q2	$94.4K	Buy	+542	New	+$87.5K	0.02%	220
2023 Q1	–	Sell	-106	Closed	-$15.7K	–	201
2022 Q4	$15.7K	Buy	+106	New	+$15.7K	﹤0.01%	343

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

Fiduciary Alliance's AXP Position: Q2 2026 in Review

Fiduciary Alliance reduced its American Express (AXP) stake by 1.1% in Q2 2026, selling an estimated $39.7K and leaving 10,676 shares worth $3.61M. The position accounts for 0.24% of the portfolio, ranked #108.

Fiduciary Alliance first reported a position in AXP in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.91M in Q4 2025. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fiduciary Alliance held 10,676 shares of American Express worth $3.61M as of Q2 2026.
Fiduciary Alliance sold 124 American Express shares in Q2 2026, an estimated $39.7K.
American Express made up 0.24% of Fiduciary Alliance's portfolio in Q2 2026, its #108 holding.
Fiduciary Alliance first reported a position in American Express in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's American Express position peaked at $4.91M in Q4 2025.
673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.