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Formidable Asset Management’s American Express AXP Stock Holding History

Formidable Asset Management’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 		$316K Sell
1,044
-79
-7% -$25.3K 0.05% 311
2026
Q1 		$415K Hold
1,123
– – 0.06% 252
2025
Q4 		$373K Sell
1,123
-386
-26% -$138K 0.05% 296
2025
Q3 		$481K Buy
1,509
+317
+27% +$101K 0.08% 243
2025
Q2 		$321K Hold
1,192
– – 0.05% 298
2025
Q1 		$321K Hold
1,192
– – 0.05% 297
2024
Q4 		$354K Hold
1,192
– – 0.06% 279
2024
Q3 		$323K Sell
1,192
-367
-24% -$91.4K 0.05% 280
2024
Q2 		$361K Buy
+1,559
New +$361K 0.06% 278
2016
Q2 		– Sell
-493
Closed -$32K – 182
2016
Q1 		$32K Sell
493
-716
-59% -$41.7K 0.02% 244
2015
Q4 		$77K Buy
+1,209
New +$88K 0.05% 184
2015
Q3 		– Sell
-966
Closed -$75K – 619
2015
Q2 		$75K Hold
966
– – 0.05% 177
2015
Q1 		$76K Sell
966
-5
-0.5% -$415 0.05% 169
2014
Q4 		$90K Sell
971
-65
-6% -$5.83K 0.06% 150
2014
Q3 		$94K Buy
1,036
+71
+7% +$6.39K 0.06% 147
2014
Q2 		$92K Buy
965
+65
+7% +$5.86K 0.06% 167
2014
Q1 		$78K Buy
900
+600
+200% +$53.6K 0.05% 158
2013
Q4 		$26K Hold
300
– – 0.02% 250
2013
Q3 		$22K Buy
+300
New +$22.6K 0.02% 229

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
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
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

Formidable Asset Management's AXP Position: Q2 2026 in Review

Formidable Asset Management reduced its American Express (AXP) stake by 7% in Q2 2026, selling an estimated $25.3K and leaving 1,044 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #311.

Formidable Asset Management first reported a position in AXP in Q3 2013 and has held it in 19 quarters since. The position peaked at $481K in Q3 2025. 597 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Formidable Asset Management held 1,044 shares of American Express worth $316K as of Q2 2026.
  • Formidable Asset Management sold 79 American Express shares in Q2 2026, an estimated $25.3K.
  • American Express made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #311 holding.
  • Formidable Asset Management first reported a position in American Express in Q3 2013 and has held it in 19 quarters since.
  • Formidable Asset Management's American Express position peaked at $481K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.