Fortune Financial Advisors’s American Express AXP Stock Holding History

Fortune Financial 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	$911K	Buy	2,693 +2	+0.1%	+$640	0.39%	65
2026 Q1	$814K	Sell	2,691 -98	-4%	-$32.9K	0.41%	66
2025 Q4	$1.03M	Sell	2,789 -2	-0.1%	-$716	0.7%	41
2025 Q3	$927K	Sell	2,791 -4	-0.1%	-$1.27K	0.7%	43
2025 Q2	$891K	Sell	2,795 -33	-1%	-$9.29K	0.72%	44
2025 Q1	$761K	Buy	2,828 +259	+10%	+$76.6K	0.66%	47
2024 Q4	$763K	Sell	2,569 -46	-2%	-$13.2K	0.69%	45
2024 Q3	$709K	Sell	2,615 -141	-5%	-$35.1K	0.64%	47
2024 Q2	$638K	Sell	2,756 -26	-0.9%	-$6.02K	0.39%	74
2024 Q1	$634K	Sell	2,782 -60	-2%	-$12.4K	0.4%	71
2023 Q4	$532K	Sell	2,842 -2	-0.1%	-$322	0.37%	70
2023 Q3	$424K	Buy	2,844 +8	+0.3%	+$1.31K	0.32%	80
2023 Q2	$494K	Buy	+2,836	New	+$458K	0.37%	71

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fortune Financial Advisors's AXP Position: Q2 2026 in Review

Fortune Financial Advisors increased its American Express (AXP) stake by 0.07% in Q2 2026, buying an estimated $640 and bringing the position to 2,693 shares worth $911K. The position accounts for 0.39% of the portfolio, ranked #65.

Fortune Financial Advisors first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fortune Financial Advisors held 2,693 shares of American Express worth $911K as of Q2 2026.
Fortune Financial Advisors bought 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.39% of Fortune Financial Advisors's portfolio in Q2 2026, its #65 holding.
Fortune Financial Advisors first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's American Express position peaked at $1.03M in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.